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
$796M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.93M
3
+$1.79M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.24M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$579K

Top Sells

1
+$6.12M
2
+$3.73M
3
+$1.54M
4
VHT icon
Vanguard Health Care ETF
VHT
+$866K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$860K

Sector Composition

1 Technology 29.95%
2 Consumer Discretionary 8.83%
3 Financials 8.61%
4 Industrials 7.4%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.71M 0.21%
29,281
-278
102
$1.7M 0.21%
12,165
-265
103
$1.64M 0.21%
21,625
-2,386
104
$1.61M 0.2%
11,160
-3
105
$1.55M 0.19%
7,222
106
$1.53M 0.19%
3,026
-15
107
$1.53M 0.19%
40,372
-265
108
$1.5M 0.19%
12,241
-101
109
$1.5M 0.19%
2,380
110
$1.48M 0.19%
23,340
+257
111
$1.46M 0.18%
25,890
-7,082
112
$1.46M 0.18%
734
113
$1.46M 0.18%
3,614
-25
114
$1.42M 0.18%
12,123
-73
115
$1.42M 0.18%
11,988
-386
116
$1.41M 0.18%
21,393
-95
117
$1.41M 0.18%
24,560
+1,243
118
$1.4M 0.18%
9,067
-106
119
$1.4M 0.18%
4,126
+155
120
$1.4M 0.18%
3,730
-72
121
$1.4M 0.18%
5,012
-140
122
$1.38M 0.17%
20,768
123
$1.38M 0.17%
8,513
-168
124
$1.36M 0.17%
15,823
+2,881
125
$1.36M 0.17%
15,250
-68
3 4
5
6 7