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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$885K 0.17%
9,249
-353
152
$879K 0.17%
3,928
+196
153
$864K 0.17%
13,761
+150
154
$854K 0.17%
11,561
-12
155
$846K 0.17%
25,260
+10,136
156
$840K 0.16%
3,421
157
$835K 0.16%
9,415
-73
158
$835K 0.16%
18,065
-266
159
$834K 0.16%
3,711
160
$826K 0.16%
16,156
+1,219
161
$821K 0.16%
+11,700
162
$819K 0.16%
5,761
163
$813K 0.16%
42,680
+180
164
$812K 0.16%
4,825
-64
165
$806K 0.16%
242,833
166
$788K 0.15%
7,441
167
$770K 0.15%
36,746
-11,926
168
$765K 0.15%
3,164
+130
169
$765K 0.15%
5,628
-47
170
$761K 0.15%
23,549
-93
171
$758K 0.15%
7,621
-2,542
172
$752K 0.15%
2,302
-1,301
173
$751K 0.15%
42,930
+330
174
$747K 0.15%
17,936
175
$741K 0.15%
14,026
+516
5 6
7
8 9