IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.93M 0.22%
6,796
+2,368
102
$1.93M 0.22%
40,030
-270
103
$1.92M 0.21%
19,444
+277
104
$1.9M 0.21%
33,347
-245
105
$1.89M 0.21%
5,153
-213
106
$1.86M 0.21%
31,619
+736
107
$1.85M 0.21%
29,520
-293
108
$1.84M 0.21%
21,596
109
$1.83M 0.2%
46,937
-883
110
$1.82M 0.2%
13,048
-275
111
$1.78M 0.2%
10,086
+6,692
112
$1.74M 0.19%
22,502
+3,542
113
$1.73M 0.19%
4,465
-250
114
$1.71M 0.19%
9,182
-43
115
$1.7M 0.19%
6,985
-157
116
$1.66M 0.19%
10,887
-206
117
$1.62M 0.18%
2,610
-919
118
$1.61M 0.18%
39,272
-1,100
119
$1.6M 0.18%
29,328
+18,826
120
$1.58M 0.18%
14,489
121
$1.53M 0.17%
21,561
-19
122
$1.52M 0.17%
3,423
-91
123
$1.51M 0.17%
17,716
+30
124
$1.46M 0.16%
5,461
-24
125
$1.46M 0.16%
9,291
-1,013
3 4
5
6 7