IFWM

Institute for Wealth Management Portfolio holdings

AUM $960M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.33M 0.24%
8,002
-306
102
$1.33M 0.24%
24,870
+651
103
$1.3M 0.23%
2,979
-3
104
$1.28M 0.23%
10,653
-7
105
$1.26M 0.23%
4,415
+371
106
$1.24M 0.22%
3,568
-9
107
$1.23M 0.22%
13,971
108
$1.23M 0.22%
37,218
-213
109
$1.22M 0.22%
17,007
-318
110
$1.22M 0.22%
3,642
-599
111
$1.22M 0.22%
2,933
-468
112
$1.22M 0.22%
27,798
-1,210
113
$1.22M 0.22%
17,635
-87
114
$1.21M 0.22%
7,798
-15
115
$1.2M 0.22%
11,315
-118
116
$1.2M 0.22%
7,222
117
$1.18M 0.21%
20,775
-115
118
$1.18M 0.21%
42,395
119
$1.16M 0.21%
19,312
-14
120
$1.15M 0.21%
2,816
121
$1.14M 0.21%
7,441
122
$1.14M 0.21%
2,481
123
$1.11M 0.2%
12,194
+5,450
124
$1.1M 0.2%
358
-1
125
$1.06M 0.19%
5,199
-37
3 4
5
6 7