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
$244M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$3.19M
3
+$3.09M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.02M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$2.99M

Top Sells

1
+$11.3M
2
+$8.86M
3
+$5.25M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.2M
5
SBUX icon
Starbucks
SBUX
+$5.11M

Sector Composition

1 Technology 13.15%
2 Financials 11.06%
3 Healthcare 7.58%
4 Communication Services 7.43%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$596K 0.24%
+24,072
127
$595K 0.24%
18,818
+493
128
$591K 0.24%
+25,757
129
$586K 0.24%
+15,948
130
$572K 0.23%
+5,170
131
$559K 0.23%
+7,822
132
$556K 0.23%
+21,651
133
$554K 0.23%
+24,360
134
$551K 0.23%
39,821
+13,353
135
$551K 0.23%
+6,027
136
$549K 0.23%
+20,760
137
$545K 0.22%
+9,200
138
$539K 0.22%
19,201
-702
139
$533K 0.22%
+12,150
140
$531K 0.22%
+1,763
141
$524K 0.22%
+8,311
142
$521K 0.21%
17,468
+1,184
143
$516K 0.21%
13,600
144
$508K 0.21%
10,955
+228
145
$508K 0.21%
+11,684
146
$507K 0.21%
+8,492
147
$505K 0.21%
14,735
+96
148
$504K 0.21%
+15,435
149
$501K 0.21%
+6,515
150
$493K 0.2%
+2,766
4 5
6
7 8