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
$397M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.34M
3
+$1.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$729K

Top Sells

1
+$2.75M
2
+$2.47M
3
+$2.21M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.63M

Sector Composition

1 Technology 13.39%
2 Financials 9.25%
3 Consumer Discretionary 8.39%
4 Industrials 7.67%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$778K 0.2%
4,625
-227
152
$771K 0.19%
43,292
153
$760K 0.19%
14,934
-1,391
154
$755K 0.19%
4,502
-2,685
155
$754K 0.19%
14,979
156
$747K 0.19%
19,152
+1,121
157
$747K 0.19%
21,428
+1,217
158
$746K 0.19%
81,472
-4,042
159
$745K 0.19%
2,936
-113
160
$745K 0.19%
16,911
-100
161
$737K 0.19%
18,011
-3,420
162
$730K 0.18%
8,165
-419
163
$729K 0.18%
15,866
+127
164
$729K 0.18%
+11,963
165
$724K 0.18%
11,475
+2,352
166
$710K 0.18%
14,895
-2,975
167
$707K 0.18%
10,898
-160
168
$705K 0.18%
8,058
-1,100
169
$703K 0.18%
1,803
-1,496
170
$699K 0.18%
12,135
171
$698K 0.18%
12,813
-29,890
172
$697K 0.18%
20,387
+3,878
173
$695K 0.18%
10,959
+652
174
$688K 0.17%
21,633
+705
175
$682K 0.17%
12,324
-1,349
5 6
7
8 9