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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$920K 0.17%
9,503
-203
152
$916K 0.17%
7,671
+762
153
$912K 0.16%
12,059
+432
154
$907K 0.16%
+11,290
155
$904K 0.16%
5,816
-232
156
$884K 0.16%
12,218
+403
157
$880K 0.16%
7,321
-37
158
$876K 0.16%
8,513
159
$862K 0.16%
2,195
-163
160
$856K 0.15%
9,024
-58
161
$853K 0.15%
9,883
+957
162
$849K 0.15%
5,322
163
$836K 0.15%
15,762
+363
164
$835K 0.15%
15,431
-791
165
$833K 0.15%
3,788
-14
166
$821K 0.15%
9,226
-40
167
$819K 0.15%
4,647
168
$808K 0.15%
8,743
-34
169
$799K 0.14%
13,796
-418
170
$797K 0.14%
10,196
-30
171
$796K 0.14%
26,293
+1,930
172
$796K 0.14%
7,567
+85
173
$786K 0.14%
25,186
-179
174
$785K 0.14%
24,221
+3,531
175
$781K 0.14%
4,635
-24
5 6
7
8 9