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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$967K 0.22%
11,543
-1,248
127
$957K 0.22%
24,822
-1,674
128
$954K 0.22%
3,157
+321
129
$952K 0.22%
9,733
-750
130
$938K 0.21%
5,816
-77
131
$936K 0.21%
15,805
-3
132
$932K 0.21%
9,946
+124
133
$926K 0.21%
16,650
+3,206
134
$925K 0.21%
18,530
+519
135
$923K 0.21%
8,284
-27
136
$923K 0.21%
40,513
-325
137
$920K 0.21%
6,441
-209
138
$913K 0.21%
35,068
+12,189
139
$911K 0.21%
17,749
-200
140
$904K 0.2%
9,543
-13
141
$902K 0.2%
17,911
-7,195
142
$902K 0.2%
7,220
-200
143
$901K 0.2%
7,180
-323
144
$896K 0.2%
9,682
145
$892K 0.2%
9,940
+785
146
$888K 0.2%
6,933
-214
147
$887K 0.2%
75,459
-209
148
$882K 0.2%
23,185
+664
149
$879K 0.2%
21,874
+1,487
150
$864K 0.2%
14,387
-4,330
4 5
6
7 8