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
$397M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.34M
3
+$1.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$729K

Top Sells

1
+$2.75M
2
+$2.47M
3
+$2.21M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.63M

Sector Composition

1 Technology 13.39%
2 Financials 9.25%
3 Consumer Discretionary 8.39%
4 Industrials 7.67%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$924K 0.23%
4,285
-1,779
127
$923K 0.23%
7,420
-7,905
128
$923K 0.23%
5,893
-253
129
$911K 0.23%
40,838
130
$906K 0.23%
7,503
-156
131
$905K 0.23%
17,248
+7,464
132
$903K 0.23%
8,077
-2,875
133
$900K 0.23%
26,496
-330
134
$897K 0.23%
15,808
-46
135
$895K 0.23%
8,797
136
$887K 0.22%
16,421
-1,453
137
$883K 0.22%
9,822
-612
138
$851K 0.21%
8,311
-271
139
$847K 0.21%
9,682
140
$847K 0.21%
6,704
-748
141
$828K 0.21%
4,597
-1,142
142
$827K 0.21%
13,353
-597
143
$818K 0.21%
22,521
-494
144
$815K 0.21%
15,151
-2,686
145
$810K 0.2%
41,560
-33
146
$797K 0.2%
19,739
+1,590
147
$795K 0.2%
9,556
-410
148
$794K 0.2%
75,668
-95
149
$791K 0.2%
12,219
-1,803
150
$789K 0.2%
4,655
-26
4 5
6
7 8