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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.06M 0.19%
5,368
127
$1.05M 0.19%
31,670
-433
128
$1.04M 0.19%
21,391
129
$1.04M 0.19%
19,277
-328
130
$1.03M 0.19%
5,571
-176
131
$1.03M 0.19%
+37,501
132
$1.01M 0.18%
14,522
-42
133
$1.01M 0.18%
16,896
-108
134
$997K 0.18%
2,902
-28
135
$994K 0.18%
3,774
-49
136
$993K 0.18%
6,080
-70
137
$991K 0.18%
16,361
138
$991K 0.18%
9,117
-32
139
$985K 0.18%
17,576
-164
140
$984K 0.18%
18,462
+12
141
$984K 0.18%
27,743
142
$972K 0.18%
3,607
-68
143
$969K 0.17%
3,798
-139
144
$969K 0.17%
7,643
+654
145
$953K 0.17%
13,168
146
$942K 0.17%
21,292
147
$939K 0.17%
25,109
-33
148
$933K 0.17%
23,806
-260
149
$927K 0.17%
6,354
150
$924K 0.17%
55,279
4 5
6
7 8