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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.59M
3
+$1.16M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$933K
5
VUG icon
Vanguard Growth ETF
VUG
+$911K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$866K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$681K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$879K 0.2%
2,821
-323
127
$878K 0.2%
4,002
+113
128
$874K 0.2%
14,803
+163
129
$874K 0.2%
16,217
+251
130
$854K 0.2%
19,672
-686
131
$849K 0.19%
29,289
132
$846K 0.19%
4,296
-192
133
$840K 0.19%
3,126
-132
134
$839K 0.19%
35,680
+25,366
135
$838K 0.19%
4,390
+158
136
$834K 0.19%
7,803
+350
137
$829K 0.19%
5,699
-31
138
$826K 0.19%
17,766
+782
139
$800K 0.18%
6,203
140
$799K 0.18%
3,605
-244
141
$799K 0.18%
6,365
-33
142
$793K 0.18%
21,582
-18,184
143
$790K 0.18%
12,346
+7,350
144
$785K 0.18%
6,098
+172
145
$781K 0.18%
5,237
-1,216
146
$779K 0.18%
67,436
147
$773K 0.18%
21,220
+100
148
$767K 0.18%
34,801
-435
149
$766K 0.17%
2,546
+52
150
$759K 0.17%
9,603
+62
4 5
6
7 8