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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$863K 0.19%
4,556
-41
152
$856K 0.19%
22,642
+1,214
153
$853K 0.19%
14,340
-811
154
$850K 0.19%
13,978
+2,015
155
$849K 0.19%
8,353
-444
156
$845K 0.19%
4,132
-30
157
$841K 0.19%
+5,462
158
$826K 0.19%
13,773
+3,392
159
$825K 0.19%
2,921
-15
160
$819K 0.18%
11,023
-452
161
$817K 0.18%
5,863
+888
162
$807K 0.18%
4,223
-402
163
$796K 0.18%
2,467
+406
164
$788K 0.18%
15,413
-136
165
$784K 0.18%
12,525
-828
166
$783K 0.18%
13,995
+54
167
$782K 0.18%
6,727
168
$781K 0.18%
9,698
169
$777K 0.18%
15,866
170
$765K 0.17%
43,292
171
$764K 0.17%
4,613
+1,627
172
$763K 0.17%
27,345
-2,235
173
$758K 0.17%
16,660
-251
174
$755K 0.17%
22,521
+888
175
$753K 0.17%
14,979
5 6
7
8 9