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
$445M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$826K
3
+$594K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$514K
5
VIS icon
Vanguard Industrials ETF
VIS
+$463K

Top Sells

1
+$846K
2
+$821K
3
+$761K
4
VLO icon
Valero Energy
VLO
+$756K
5
TDS icon
Telephone and Data Systems
TDS
+$686K

Sector Composition

1 Technology 19.48%
2 Consumer Discretionary 9.9%
3 Financials 9.15%
4 Healthcare 7.45%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$691K 0.16%
16,108
-284
177
$691K 0.16%
13,570
+70
178
$690K 0.15%
24,924
+1,375
179
$683K 0.15%
144,776
-1,160
180
$682K 0.15%
17,964
-5,781
181
$675K 0.15%
23,150
-350
182
$674K 0.15%
2,621
+25
183
$665K 0.15%
9,222
184
$665K 0.15%
4,483
185
$660K 0.15%
17,936
186
$657K 0.15%
12,104
+74
187
$654K 0.15%
16,967
-41
188
$653K 0.15%
14,141
+115
189
$643K 0.14%
10,914
+271
190
$635K 0.14%
14,312
+256
191
$630K 0.14%
7,212
+29
192
$621K 0.14%
6,634
+41
193
$620K 0.14%
14,876
+426
194
$619K 0.14%
29,344
-14,001
195
$615K 0.14%
17,984
-81
196
$613K 0.14%
7,595
197
$603K 0.14%
2,665
+49
198
$602K 0.14%
13,693
+3
199
$598K 0.13%
364
200
$598K 0.13%
5,587
6 7
8
9 10