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
$445M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$826K
3
+$594K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$514K
5
VIS icon
Vanguard Industrials ETF
VIS
+$463K

Top Sells

1
+$846K
2
+$821K
3
+$761K
4
VLO icon
Valero Energy
VLO
+$756K
5
TDS icon
Telephone and Data Systems
TDS
+$686K

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 9.9%
3 Financials 9.15%
4 Healthcare 7.45%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$811K 0.18%
3,960
+32
152
$807K 0.18%
9,375
-1,000
153
$800K 0.18%
7,818
-6
154
$800K 0.18%
42,015
-2,734
155
$800K 0.18%
18,510
+888
156
$789K 0.18%
10,880
-203
157
$786K 0.18%
9,159
-90
158
$773K 0.17%
7,613
-8
159
$769K 0.17%
9,415
160
$767K 0.17%
16,156
161
$766K 0.17%
5,468
-160
162
$760K 0.17%
242,833
163
$757K 0.17%
3,386
-3,402
164
$743K 0.17%
4,369
+393
165
$735K 0.16%
5,441
-788
166
$734K 0.16%
65,524
+410
167
$733K 0.16%
7,681
+496
168
$716K 0.16%
1,039
-20
169
$715K 0.16%
4,975
-20
170
$714K 0.16%
9,002
+253
171
$706K 0.16%
4,956
-3
172
$698K 0.16%
1,746
+61
173
$697K 0.16%
2,123
+52
174
$695K 0.16%
4,808
-17
175
$693K 0.16%
5,761
5 6
7
8 9