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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$732K 0.14%
4,804
-194
177
$730K 0.14%
3,539
+2,685
178
$725K 0.14%
65,114
-785
179
$723K 0.14%
4,995
+1
180
$721K 0.14%
2,596
+17
181
$721K 0.14%
23,500
-125
182
$718K 0.14%
2,071
-7,201
183
$714K 0.14%
16,392
+1,066
184
$714K 0.14%
17,622
-4,953
185
$705K 0.14%
145,936
-10,300
186
$703K 0.14%
6,911
-2,145
187
$703K 0.14%
7,824
+30
188
$697K 0.14%
12,030
-75
189
$686K 0.13%
43,450
+6,000
190
$682K 0.13%
4,959
-48
191
$675K 0.13%
17,008
+586
192
$667K 0.13%
13,626
+1,437
193
$666K 0.13%
7,185
-114
194
$665K 0.13%
25,176
+9,414
195
$661K 0.13%
24,740
196
$650K 0.13%
8,749
+2,968
197
$648K 0.13%
1,685
-32
198
$648K 0.13%
19,421
199
$646K 0.13%
13,500
+760
200
$641K 0.13%
770
6 7
8
9 10