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
$397M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.34M
3
+$1.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$729K

Top Sells

1
+$2.75M
2
+$2.47M
3
+$2.21M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.63M

Sector Composition

1 Technology 13.39%
2 Financials 9.25%
3 Consumer Discretionary 8.39%
4 Industrials 7.67%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$681K 0.17%
+13,941
177
$681K 0.17%
2,836
178
$675K 0.17%
10,092
-524
179
$674K 0.17%
9,155
-155
180
$663K 0.17%
15,549
181
$663K 0.17%
7,648
-685
182
$659K 0.17%
27,436
+1,784
183
$658K 0.17%
4,785
-1,209
184
$657K 0.17%
3,651
-36
185
$657K 0.17%
8,183
-2,529
186
$654K 0.16%
6,055
+336
187
$648K 0.16%
12,786
-6,357
188
$644K 0.16%
7,554
-6,475
189
$637K 0.16%
23,002
-4,368
190
$632K 0.16%
4,162
-100
191
$630K 0.16%
9,698
-35
192
$624K 0.16%
4,871
-56
193
$623K 0.16%
15,794
-3,937
194
$622K 0.16%
10,381
-1,343
195
$618K 0.16%
12,462
196
$618K 0.16%
24,360
197
$616K 0.16%
10,880
198
$615K 0.16%
16,196
-1,603
199
$611K 0.15%
5,397
+2,746
200
$611K 0.15%
+4,831
6 7
8
9 10