IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$960M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.13M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M

Top Sells

1
+$4.14M
2
+$2.07M
3
+$1.14M
4
HES
Hess
HES
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$680K

Sector Composition

1 Technology 30.54%
2 Financials 8.58%
3 Consumer Discretionary 7.57%
4 Industrials 7.44%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.64M 0.17%
6,985
127
$1.61M 0.17%
37,185
+1,209
128
$1.6M 0.17%
37,089
-2,183
129
$1.59M 0.17%
7,364
+2,005
130
$1.57M 0.16%
62,849
-101
131
$1.57M 0.16%
4,772
+125
132
$1.55M 0.16%
11,824
+407
133
$1.55M 0.16%
21,086
-357
134
$1.55M 0.16%
17,041
135
$1.54M 0.16%
8,188
+265
136
$1.51M 0.16%
7,045
-53
137
$1.51M 0.16%
30,504
+719
138
$1.49M 0.16%
16,011
-47
139
$1.49M 0.16%
21,362
-199
140
$1.45M 0.15%
9,787
-202
141
$1.45M 0.15%
20,768
142
$1.45M 0.15%
18,055
+6
143
$1.45M 0.15%
8,090
-330
144
$1.45M 0.15%
12,891
+1,113
145
$1.44M 0.15%
15,792
+6,242
146
$1.44M 0.15%
5,140
-321
147
$1.43M 0.15%
19,820
-1,346
148
$1.43M 0.15%
24,991
-643
149
$1.42M 0.15%
3,584
+169
150
$1.41M 0.15%
9,679
+197
4 5
6
7 8