IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
1-Year Return
22.84%
This Quarter Return
-15.4%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$244M
AUM Growth
-$52.6M
(-18%)
Cap. Flow
-$23.1M
Cap. Flow
% of AUM
-9.47%
Top 10 Holdings %
Top 10 Hldgs %
20.24%
Holding
358
New
154
Increased
51
Reduced
54
Closed
91
Top Buys
| 1 |
Amazon
AMZN
|
$7M |
| 2 |
Invesco Dorsey Wright Momentum ETF
PDP
|
$3.19M |
| 3 |
Invesco S&P MidCap Momentum ETF
XMMO
|
$3.09M |
| 4 |
Invesco QQQ Trust
QQQ
|
$3.03M |
| 5 |
Invesco Ultra Short Duration ETF
GSY
|
$2.99M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$11.3M |
| 2 |
Microsoft
MSFT
|
$8.86M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$5.25M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$5.2M |
| 5 |
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% |
