IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.46M 0.16%
21,443
+50
127
$1.46M 0.16%
25,634
+909
128
$1.46M 0.16%
4,406
-38
129
$1.45M 0.16%
11,417
-51
130
$1.45M 0.16%
10,903
-1,077
131
$1.44M 0.16%
21,166
-1,071
132
$1.43M 0.16%
62,950
+18,705
133
$1.42M 0.16%
29,785
-158
134
$1.41M 0.16%
4,647
+4
135
$1.41M 0.16%
35,976
+1,435
136
$1.41M 0.16%
11,778
-338
137
$1.39M 0.16%
7,098
-583
138
$1.39M 0.16%
5,086
-7
139
$1.39M 0.15%
8,044
+1,826
140
$1.37M 0.15%
16,056
-113
141
$1.36M 0.15%
7,923
-1,230
142
$1.35M 0.15%
18,049
-391
143
$1.35M 0.15%
738
-22
144
$1.35M 0.15%
16,058
-167
145
$1.34M 0.15%
16,717
-800
146
$1.34M 0.15%
2,458
-44
147
$1.33M 0.15%
20,768
148
$1.32M 0.15%
12,489
+619
149
$1.28M 0.14%
9,482
-39
150
$1.28M 0.14%
3,725
-84
4 5
6
7 8