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
$499M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$967K
3
+$621K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$605K
5
SGEN
Seagen Inc. Common Stock
SGEN
+$598K

Top Sells

1
+$3.04M
2
+$1.34M
3
+$1.16M
4
FVL
First TrustValue Line 100 Exchange-Traded
FVL
+$767K
5
VPU icon
Vanguard Utilities ETF
VPU
+$634K

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 9.69%
3 Financials 8.89%
4 Industrials 6.83%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1M 0.2%
25,706
+6,958
127
$1M 0.2%
3,113
-13
128
$993K 0.2%
22,690
+1,470
129
$993K 0.2%
4,771
+475
130
$977K 0.19%
3,631
+26
131
$973K 0.19%
19,538
+819
132
$967K 0.19%
+27,570
133
$963K 0.19%
16,709
+492
134
$953K 0.19%
11,900
-50
135
$940K 0.19%
5,164
-73
136
$939K 0.19%
28,771
-518
137
$936K 0.19%
164,585
138
$935K 0.19%
67,436
139
$934K 0.19%
18,464
+507
140
$931K 0.19%
4,339
+337
141
$930K 0.18%
18,504
-457
142
$920K 0.18%
2,623
+329
143
$919K 0.18%
7,201
-982
144
$916K 0.18%
2,544
-2
145
$908K 0.18%
8,316
-82
146
$906K 0.18%
6,415
+317
147
$895K 0.18%
9,762
-1,384
148
$895K 0.18%
6,240
-125
149
$889K 0.18%
16,296
+5,292
150
$887K 0.18%
5,799
+100
4 5
6
7 8