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
$499M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$967K
3
+$621K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$605K
5
SGEN
Seagen Inc. Common Stock
SGEN
+$598K

Top Sells

1
+$3.04M
2
+$1.34M
3
+$1.16M
4
FVL
First TrustValue Line 100 Exchange-Traded
FVL
+$767K
5
VPU icon
Vanguard Utilities ETF
VPU
+$634K

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 9.69%
3 Financials 8.89%
4 Industrials 6.83%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$726K 0.14%
24,055
177
$726K 0.14%
3,454
+385
178
$721K 0.14%
4,596
-215
179
$720K 0.14%
5,992
-323
180
$718K 0.14%
5,630
-2
181
$714K 0.14%
1,079
-80
182
$713K 0.14%
3,872
-268
183
$712K 0.14%
2,005
+249
184
$708K 0.14%
2,598
+387
185
$707K 0.14%
18,657
+4,744
186
$706K 0.14%
2,883
+45
187
$697K 0.14%
14,660
-2,110
188
$695K 0.14%
9,730
-683
189
$694K 0.14%
31,938
-11,036
190
$692K 0.14%
9,372
-231
191
$691K 0.14%
12,451
+1,095
192
$687K 0.14%
3,951
+52
193
$680K 0.14%
20,267
-345
194
$673K 0.13%
3,418
-972
195
$666K 0.13%
7,169
-296
196
$662K 0.13%
5,850
-1,200
197
$659K 0.13%
4,084
+316
198
$656K 0.13%
9,228
-422
199
$636K 0.13%
7,925
-108
200
$631K 0.13%
3,573
+213
6 7
8
9 10