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
$499M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$967K
3
+$621K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$605K
5
SGEN
Seagen Inc. Common Stock
SGEN
+$598K

Top Sells

1
+$3.04M
2
+$1.34M
3
+$1.16M
4
FVL
First TrustValue Line 100 Exchange-Traded
FVL
+$767K
5
VPU icon
Vanguard Utilities ETF
VPU
+$634K

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 9.69%
3 Financials 8.89%
4 Industrials 6.83%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$882K 0.18%
19,190
+2,270
152
$880K 0.17%
7,329
+49
153
$871K 0.17%
9,093
-20
154
$871K 0.17%
6,128
+2,944
155
$867K 0.17%
3,670
-82
156
$864K 0.17%
17,991
+4,692
157
$862K 0.17%
4,141
158
$849K 0.17%
55,341
-314
159
$831K 0.17%
13,797
+2,101
160
$826K 0.16%
5,888
-336
161
$811K 0.16%
10,925
-958
162
$804K 0.16%
361
-8
163
$800K 0.16%
16,282
-1,484
164
$794K 0.16%
9,488
165
$793K 0.16%
5,610
-10
166
$790K 0.16%
26,168
-9,512
167
$788K 0.16%
7,091
-712
168
$786K 0.16%
10,069
+827
169
$763K 0.15%
16,377
-1,297
170
$762K 0.15%
9,755
+489
171
$761K 0.15%
5,772
-14
172
$749K 0.15%
11,034
-751
173
$746K 0.15%
5,103
+367
174
$740K 0.15%
2,687
-161
175
$728K 0.14%
6,390
+46
5 6
7
8 9