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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.1M 0.19%
7,222
-1
127
$1.07M 0.18%
5,236
-147
128
$1.07M 0.18%
6,150
129
$1.06M 0.18%
14,564
-2,478
130
$1.06M 0.18%
9,706
-219
131
$1.06M 0.18%
17,004
-2,030
132
$1.05M 0.18%
3,937
-74
133
$1.04M 0.18%
3,675
-216
134
$1.04M 0.17%
21,391
135
$1.03M 0.17%
2,930
-298
136
$1.01M 0.17%
19,605
+5
137
$1.01M 0.17%
27,743
138
$1.01M 0.17%
7,441
139
$1.01M 0.17%
66,631
+604
140
$1.01M 0.17%
17,740
-570
141
$1.01M 0.17%
25,142
142
$998K 0.17%
55,279
143
$996K 0.17%
13,168
-27
144
$986K 0.17%
5,368
-38
145
$982K 0.17%
6,048
+215
146
$982K 0.17%
8,513
-30
147
$979K 0.17%
24,066
-1,520
148
$972K 0.16%
11,627
-2,292
149
$970K 0.16%
16,222
+670
150
$969K 0.16%
359
4 5
6
7 8