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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$744K 0.17%
9,762
-330
177
$738K 0.17%
10,898
178
$733K 0.17%
+6,340
179
$733K 0.17%
13,240
+427
180
$732K 0.17%
7,753
-412
181
$731K 0.17%
4,042
+544
182
$731K 0.17%
12,324
183
$722K 0.16%
11,104
+145
184
$722K 0.16%
3,666
+15
185
$721K 0.16%
7,674
+26
186
$719K 0.16%
4,757
+1,930
187
$715K 0.16%
4,849
+64
188
$713K 0.16%
7,615
+61
189
$710K 0.16%
12,135
190
$708K 0.16%
8,163
-20
191
$706K 0.16%
1,813
+10
192
$703K 0.16%
6,072
+17
193
$702K 0.16%
10,845
-35
194
$694K 0.16%
19,217
+65
195
$687K 0.16%
1,416
+254
196
$685K 0.15%
10,600
-1,619
197
$681K 0.15%
5,075
+244
198
$678K 0.15%
5,612
-81
199
$677K 0.15%
15,919
-8,861
200
$675K 0.15%
8,078
+20
6 7
8
9 10