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
$244M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$3.19M
3
+$3.09M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.02M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$2.99M

Top Sells

1
+$11.3M
2
+$8.86M
3
+$5.25M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.2M
5
SBUX icon
Starbucks
SBUX
+$5.11M

Sector Composition

1 Technology 13.15%
2 Financials 11.06%
3 Healthcare 7.58%
4 Communication Services 7.43%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$493K 0.2%
+4,110
152
$482K 0.2%
+2,987
153
$480K 0.2%
+27,624
154
$477K 0.2%
+11,282
155
$469K 0.19%
16,055
-330
156
$460K 0.19%
25,158
-571
157
$450K 0.18%
+1,206
158
$449K 0.18%
13,140
159
$446K 0.18%
+28,181
160
$443K 0.18%
+10,140
161
$442K 0.18%
16,358
+337
162
$434K 0.18%
+3,485
163
$433K 0.18%
+9,248
164
$423K 0.17%
33,015
165
$418K 0.17%
+6,239
166
$412K 0.17%
16,866
+530
167
$409K 0.17%
+6,727
168
$406K 0.17%
9,900
-356
169
$404K 0.17%
+15,900
170
$398K 0.16%
+3,972
171
$397K 0.16%
+5,487
172
$391K 0.16%
19,172
+8,950
173
$390K 0.16%
10,521
+38
174
$390K 0.16%
+8,372
175
$389K 0.16%
+1,286
5 6
7
8 9