IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$960M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.13M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M

Top Sells

1
+$4.14M
2
+$2.07M
3
+$1.14M
4
HES
Hess
HES
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$680K

Sector Composition

1 Technology 30.54%
2 Financials 8.58%
3 Consumer Discretionary 7.57%
4 Industrials 7.44%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.03M 0.21%
9,400
-75
102
$2.03M 0.21%
39,964
-66
103
$2.01M 0.21%
19,531
-639
104
$1.99M 0.21%
6,786
-10
105
$1.99M 0.21%
9,021
+284
106
$1.96M 0.2%
32,725
-622
107
$1.96M 0.2%
12,259
-569
108
$1.93M 0.2%
7,433
+4,470
109
$1.93M 0.2%
21,574
-22
110
$1.93M 0.2%
10,389
-498
111
$1.91M 0.2%
25,684
-708
112
$1.89M 0.2%
10,147
+61
113
$1.87M 0.19%
+67,893
114
$1.82M 0.19%
21,639
-863
115
$1.82M 0.19%
12,800
-248
116
$1.78M 0.19%
9,084
-98
117
$1.78M 0.19%
17,548
-168
118
$1.77M 0.18%
45,144
-1,793
119
$1.77M 0.18%
11,367
+7,328
120
$1.76M 0.18%
2,623
+13
121
$1.74M 0.18%
14,446
-43
122
$1.69M 0.18%
28,193
-1,327
123
$1.68M 0.17%
12,711
+222
124
$1.67M 0.17%
2,715
+321
125
$1.66M 0.17%
11,989
3 4
5
6 7