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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$985K 0.16%
5,475
+153
152
$981K 0.16%
5,758
-58
153
$969K 0.16%
19,171
-106
154
$967K 0.16%
7,267
-54
155
$966K 0.16%
18,387
-75
156
$960K 0.16%
25,460
+1,239
157
$959K 0.16%
51,969
-3,310
158
$930K 0.15%
2,130
-65
159
$928K 0.15%
8,953
-71
160
$928K 0.15%
6,330
-24
161
$927K 0.15%
15,767
+5
162
$925K 0.15%
15,334
-97
163
$917K 0.15%
8,410
-103
164
$904K 0.15%
7,793
+2,921
165
$891K 0.14%
27,804
+1,511
166
$889K 0.14%
2,634
167
$887K 0.14%
762
-24
168
$887K 0.14%
11,367
-851
169
$885K 0.14%
13,719
-77
170
$875K 0.14%
5,330
171
$871K 0.14%
7,400
-167
172
$853K 0.14%
7,275
-368
173
$852K 0.14%
4,283
+119
174
$850K 0.14%
6,395
-164
175
$849K 0.14%
22,654
5 6
7
8 9