IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
1-Year Return
22.84%
This Quarter Return
-0.86%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$339M
AUM Growth
-$94M
(-22%)
Cap. Flow
-$88.2M
Cap. Flow
% of AUM
-26.01%
Top 10 Holdings %
Top 10 Hldgs %
20.37%
Holding
429
New
38
Increased
91
Reduced
117
Closed
172
Top Buys
| 1 |
Starbucks
SBUX
|
$5.21M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.89M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.58M |
| 4 |
Citigroup
C
|
$2.11M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$2.06M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$6.03M |
| 2 |
Amazon
AMZN
|
$5.72M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.89M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$4.83M |
| 5 |
Dollar General
DG
|
$2.8M |
Sector Composition
| 1 | Technology | 14.88% |
| 2 | Financials | 9.47% |
| 3 | Industrials | 6% |
| 4 | Healthcare | 4.43% |
| 5 | Consumer Discretionary | 4.16% |
