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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.02M 0.2%
12,357
-43
127
$1.01M 0.2%
7,591
128
$1.01M 0.2%
43,345
+3,248
129
$1M 0.2%
25,900
-971
130
$1M 0.2%
18,287
+293
131
$1M 0.2%
23,461
-1,199
132
$993K 0.2%
15,639
-1,154
133
$977K 0.19%
27,743
-126
134
$977K 0.19%
18,492
+79
135
$974K 0.19%
3,945
+192
136
$974K 0.19%
8,541
-92
137
$970K 0.19%
12,935
+433
138
$946K 0.19%
10,375
+991
139
$944K 0.19%
5,283
140
$934K 0.18%
54,566
-100
141
$932K 0.18%
19,338
-131
142
$930K 0.18%
30,095
143
$927K 0.18%
14,993
-80
144
$923K 0.18%
7,326
+1
145
$921K 0.18%
20,978
-25
146
$917K 0.18%
18,366
147
$913K 0.18%
18,421
-1,087
148
$911K 0.18%
2,856
149
$894K 0.18%
6,229
-62
150
$892K 0.18%
11,083
+897
4 5
6
7 8