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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.47M 0.24%
11,264
-51
102
$1.46M 0.24%
12,088
+3
103
$1.45M 0.24%
3,564
-4
104
$1.45M 0.23%
14,199
+228
105
$1.45M 0.23%
56,961
-1,683
106
$1.43M 0.23%
3,032
+53
107
$1.41M 0.23%
2,428
-53
108
$1.37M 0.22%
64,577
+3,291
109
$1.37M 0.22%
3,644
+2
110
$1.37M 0.22%
4,585
+170
111
$1.37M 0.22%
20,775
112
$1.36M 0.22%
49,278
+11,777
113
$1.34M 0.22%
17,544
-91
114
$1.33M 0.22%
30,387
-388
115
$1.33M 0.22%
2,744
-189
116
$1.32M 0.21%
15,705
-1,302
117
$1.31M 0.21%
12,668
+474
118
$1.31M 0.21%
36,422
-796
119
$1.3M 0.21%
2,892
-10
120
$1.3M 0.21%
9,042
-75
121
$1.29M 0.21%
42,185
-210
122
$1.29M 0.21%
26,919
-879
123
$1.27M 0.21%
7,678
-120
124
$1.27M 0.21%
5,164
-35
125
$1.23M 0.2%
7,222
3 4
5
6 7