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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$967K 0.16%
18,450
-363
152
$964K 0.16%
6,354
-16
153
$960K 0.16%
2,358
+299
154
$959K 0.16%
17,722
+133
155
$941K 0.16%
16,361
156
$927K 0.16%
8,777
-68
157
$910K 0.15%
2,661
+11
158
$898K 0.15%
20,841
+1,473
159
$880K 0.15%
5,322
+20
160
$878K 0.15%
11,815
-1,200
161
$877K 0.15%
14,214
-234
162
$874K 0.15%
4,647
+8
163
$867K 0.15%
9,266
-80
164
$865K 0.15%
6,853
-142
165
$862K 0.15%
13,871
-364
166
$854K 0.14%
+6,909
167
$852K 0.14%
8,926
-631
168
$845K 0.14%
15,399
+1,084
169
$843K 0.14%
5,141
-97
170
$817K 0.14%
10,514
-75
171
$815K 0.14%
39,142
+14,312
172
$809K 0.14%
3,802
173
$809K 0.14%
35,687
-298
174
$801K 0.14%
9,082
+6
175
$799K 0.13%
2,632
-19
5 6
7
8 9