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
$339M
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.89M
3
+$2.58M
4
C icon
Citigroup
C
+$2.11M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.06M

Top Sells

1
+$6.03M
2
+$5.71M
3
+$4.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.83M
5
DG icon
Dollar General
DG
+$2.79M

Sector Composition

1 Technology 14.88%
2 Financials 9.47%
3 Industrials 6%
4 Healthcare 4.43%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$800K 0.24%
86,359
-931
152
$795K 0.23%
119,576
+66,901
153
$767K 0.23%
+10,138
154
$765K 0.23%
11,405
+2,815
155
$764K 0.23%
+17,043
156
$763K 0.22%
15,081
-274
157
$753K 0.22%
23,448
-26,108
158
$748K 0.22%
19,357
-858
159
$728K 0.21%
18,666
-255
160
$725K 0.21%
10,367
-841
161
$725K 0.21%
22,171
-25,628
162
$723K 0.21%
19,039
-68
163
$709K 0.21%
+1,302
164
$688K 0.2%
18,995
+4,436
165
$678K 0.2%
10,569
-25
166
$656K 0.19%
10,705
-300
167
$652K 0.19%
+14,089
168
$651K 0.19%
23,641
-34,167
169
$645K 0.19%
12,388
-581
170
$636K 0.19%
18,528
+2,794
171
$624K 0.18%
19,901
+633
172
$617K 0.18%
10,873
+431
173
$611K 0.18%
12,174
+154
174
$610K 0.18%
11,841
+646
175
$595K 0.18%
33,015
5 6
7
8 9