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
$796M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.93M
3
+$1.79M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.24M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$579K

Top Sells

1
+$6.12M
2
+$3.73M
3
+$1.54M
4
VHT icon
Vanguard Health Care ETF
VHT
+$866K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$860K

Sector Composition

1 Technology 29.95%
2 Consumer Discretionary 8.83%
3 Financials 8.61%
4 Industrials 7.4%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.35M 0.17%
5,594
-56
127
$1.34M 0.17%
16,315
-54
128
$1.32M 0.17%
2,526
+29
129
$1.31M 0.16%
2,696
130
$1.29M 0.16%
10,234
-2,763
131
$1.29M 0.16%
6,266
132
$1.26M 0.16%
17,875
-33
133
$1.26M 0.16%
17,547
-5,106
134
$1.25M 0.16%
2,578
+11
135
$1.25M 0.16%
17,188
-208
136
$1.24M 0.16%
4,490
-21
137
$1.24M 0.16%
18,435
+21
138
$1.22M 0.15%
27,203
-1,149
139
$1.22M 0.15%
9,495
+1,526
140
$1.22M 0.15%
7,273
141
$1.22M 0.15%
465,240
-26,008
142
$1.2M 0.15%
20,268
+416
143
$1.19M 0.15%
7,603
+2
144
$1.19M 0.15%
27,041
-2,046
145
$1.19M 0.15%
5,266
-79
146
$1.18M 0.15%
8,948
-26
147
$1.17M 0.15%
34,948
+3,204
148
$1.15M 0.14%
17,625
149
$1.14M 0.14%
4,990
-78
150
$1.13M 0.14%
22,790
-2,306
4 5
6
7 8