IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.27M 0.14%
17,041
152
$1.27M 0.14%
2,394
-155
153
$1.26M 0.14%
11,989
-1,000
154
$1.25M 0.14%
18,015
-85
155
$1.25M 0.14%
5,569
-9
156
$1.24M 0.14%
11,103
-589
157
$1.24M 0.14%
3,415
-246
158
$1.24M 0.14%
5,210
159
$1.23M 0.14%
17,130
160
$1.23M 0.14%
3,034
+10
161
$1.22M 0.14%
19,862
+5,428
162
$1.2M 0.13%
41,329
-461
163
$1.2M 0.13%
5,134
-93
164
$1.18M 0.13%
2,555
-23
165
$1.16M 0.13%
7,581
166
$1.16M 0.13%
1,473
-17
167
$1.15M 0.13%
9,989
-830
168
$1.14M 0.13%
4,975
-13
169
$1.14M 0.13%
7,170
-78
170
$1.14M 0.13%
8,457
-6
171
$1.12M 0.13%
17,625
172
$1.12M 0.12%
5,019
-541
173
$1.11M 0.12%
2,855
174
$1.11M 0.12%
3,631
+236
175
$1.1M 0.12%
10,118
+318
5 6
7
8 9