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
$339M
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.89M
3
+$2.58M
4
C icon
Citigroup
C
+$2.11M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.06M

Top Sells

1
+$6.03M
2
+$5.71M
3
+$4.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.83M
5
DG icon
Dollar General
DG
+$2.79M

Sector Composition

1 Technology 14.88%
2 Financials 9.47%
3 Industrials 6%
4 Healthcare 4.43%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$995K 0.29%
+37,382
127
$993K 0.29%
8,342
-5,080
128
$989K 0.29%
21,025
-1,834
129
$989K 0.29%
+16,322
130
$966K 0.28%
25,076
+20,037
131
$945K 0.28%
18,102
+4,316
132
$931K 0.27%
83,790
-20
133
$931K 0.27%
15,117
-14,447
134
$928K 0.27%
11,871
-5,767
135
$926K 0.27%
40,554
-808
136
$923K 0.27%
13,683
-15,660
137
$920K 0.27%
10,095
-32
138
$918K 0.27%
19,826
-128
139
$908K 0.27%
17,558
+1,833
140
$908K 0.27%
12,699
+643
141
$902K 0.27%
13,230
+3,283
142
$897K 0.26%
33,141
-1,056
143
$883K 0.26%
6,769
-299
144
$883K 0.26%
8,487
+4,822
145
$846K 0.25%
24,429
+17,660
146
$843K 0.25%
13,739
-15,755
147
$826K 0.24%
28,632
-31,208
148
$819K 0.24%
50,396
+51
149
$816K 0.24%
+13,297
150
$814K 0.24%
24,514
-500
4 5
6
7 8