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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.59M
3
+$1.16M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$933K
5
VUG icon
Vanguard Growth ETF
VUG
+$911K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$866K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$681K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$646K 0.15%
8,033
+22
177
$643K 0.15%
6,315
-838
178
$643K 0.15%
3,069
+357
179
$641K 0.15%
18,748
+11,370
180
$640K 0.15%
5,498
-546
181
$637K 0.15%
3,899
-712
182
$634K 0.14%
4,908
-196
183
$634K 0.14%
4,736
-73
184
$634K 0.14%
11,883
+445
185
$631K 0.14%
369
-4
186
$629K 0.14%
9,113
-40
187
$627K 0.14%
16,920
-390
188
$623K 0.14%
4,140
-63
189
$621K 0.14%
67,487
-2,949
190
$620K 0.14%
13,299
+108
191
$620K 0.14%
11,950
-800
192
$613K 0.14%
11,696
193
$612K 0.14%
13,010
-2,940
194
$609K 0.14%
5,632
-433
195
$604K 0.14%
7,465
+271
196
$601K 0.14%
10,960
+6,482
197
$589K 0.13%
9,266
-12
198
$588K 0.13%
20,612
-1,277
199
$567K 0.13%
1,013
+31
200
$564K 0.13%
1,712
+159
6 7
8
9 10