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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.23M 0.2%
347
-11
127
$1.23M 0.2%
19,180
-132
128
$1.23M 0.2%
29,857
+6,051
129
$1.22M 0.2%
2,692
-124
130
$1.21M 0.2%
21,391
131
$1.2M 0.19%
5,317
-51
132
$1.2M 0.19%
10,309
-344
133
$1.18M 0.19%
3,773
-25
134
$1.16M 0.19%
5,550
-21
135
$1.16M 0.19%
6,080
136
$1.11M 0.18%
16,318
-43
137
$1.09M 0.18%
3,686
-88
138
$1.08M 0.18%
10,500
139
$1.07M 0.17%
11,077
+1,194
140
$1.07M 0.17%
7,436
-5
141
$1.06M 0.17%
16,459
-1,117
142
$1.06M 0.17%
7,313
+4,385
143
$1.05M 0.17%
14,294
-228
144
$1.04M 0.17%
11,312
+22
145
$1.04M 0.17%
3,398
-209
146
$1.03M 0.17%
9,334
-169
147
$1.02M 0.17%
242,883
148
$1M 0.16%
14,209
+1,835
149
$1,000K 0.16%
24,646
-463
150
$991K 0.16%
13,025
-143
4 5
6
7 8