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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.59M
3
+$1.16M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$933K
5
VUG icon
Vanguard Growth ETF
VUG
+$911K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$866K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$681K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$751K 0.17%
11,785
-110
152
$743K 0.17%
7,280
-13
153
$742K 0.17%
14,215
154
$740K 0.17%
15,341
+105
155
$732K 0.17%
9,242
+329
156
$732K 0.17%
8,398
+28
157
$724K 0.17%
1,159
+61
158
$721K 0.16%
7,050
-640
159
$716K 0.16%
9,488
160
$715K 0.16%
2,294
-133
161
$713K 0.16%
17,472
+54
162
$706K 0.16%
55,655
-1,533
163
$702K 0.16%
4,141
+11
164
$687K 0.16%
10,865
-230
165
$673K 0.15%
6,224
-73
166
$673K 0.15%
1,756
-50
167
$668K 0.15%
2,848
-416
168
$667K 0.15%
5,620
169
$666K 0.15%
16,770
-15
170
$665K 0.15%
10,413
-232
171
$663K 0.15%
17,674
-474
172
$659K 0.15%
2,838
-27
173
$654K 0.15%
6,344
+33
174
$652K 0.15%
21,004
+129
175
$648K 0.15%
4,811
-358
5 6
7
8 9