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
$339M
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.89M
3
+$2.58M
4
C icon
Citigroup
C
+$2.11M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.06M

Top Sells

1
+$6.03M
2
+$5.71M
3
+$4.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.83M
5
DG icon
Dollar General
DG
+$2.79M

Sector Composition

1 Technology 14.88%
2 Financials 9.47%
3 Industrials 6%
4 Healthcare 4.43%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$585K 0.17%
10,422
-2,114
177
$573K 0.17%
+32,489
178
$571K 0.17%
11,171
+3,828
179
$562K 0.17%
7,091
+1,703
180
$560K 0.17%
30,696
+2,350
181
$557K 0.16%
25,355
-76
182
$547K 0.16%
11,232
-1,160
183
$546K 0.16%
14,482
-487
184
$540K 0.16%
14,919
-745
185
$539K 0.16%
27,107
-234
186
$534K 0.16%
11,166
-396
187
$532K 0.16%
+10,537
188
$518K 0.15%
16,857
+1,506
189
$517K 0.15%
+18,033
190
$515K 0.15%
14,183
+40
191
$514K 0.15%
3,990
-3,239
192
$507K 0.15%
11,040
+5,414
193
$504K 0.15%
16,685
+909
194
$498K 0.15%
+10,625
195
$498K 0.15%
79,774
+1,985
196
$491K 0.14%
+12,353
197
$484K 0.14%
18,131
+8,546
198
$483K 0.14%
+24,181
199
$479K 0.14%
9,631
+4,671
200
$475K 0.14%
15,195
+2,898
6 7
8
9 10