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
$244M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$3.19M
3
+$3.09M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.02M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$2.99M

Top Sells

1
+$11.3M
2
+$8.86M
3
+$5.25M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.2M
5
SBUX icon
Starbucks
SBUX
+$5.11M

Sector Composition

1 Technology 13.15%
2 Financials 11.06%
3 Healthcare 7.58%
4 Communication Services 7.43%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$382K 0.16%
+6,419
177
$380K 0.16%
20,518
-2,163
178
$375K 0.15%
+6,610
179
$373K 0.15%
+5,834
180
$367K 0.15%
+2,801
181
$358K 0.15%
+2,262
182
$352K 0.14%
8,576
-2,356
183
$349K 0.14%
+6,831
184
$344K 0.14%
5,794
-13,010
185
$337K 0.14%
+2,390
186
$336K 0.14%
+11,177
187
$333K 0.14%
+8,234
188
$328K 0.13%
+20,549
189
$327K 0.13%
+15,152
190
$322K 0.13%
11,415
191
$321K 0.13%
+8,468
192
$318K 0.13%
+1,589
193
$313K 0.13%
+11,354
194
$308K 0.13%
+3,727
195
$306K 0.13%
+12,315
196
$302K 0.12%
20,959
-3,200
197
$293K 0.12%
+3,226
198
$292K 0.12%
+11,070
199
$291K 0.12%
+25,880
200
$290K 0.12%
+5,934
6 7
8
9 10