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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$795K 0.13%
7,482
+2
177
$795K 0.13%
4,679
178
$790K 0.13%
17,681
179
$790K 0.13%
10,226
-388
180
$789K 0.13%
6,989
-255
181
$788K 0.13%
22,930
182
$771K 0.13%
16,739
+74
183
$771K 0.13%
24,363
+739
184
$769K 0.13%
20,690
+1,223
185
$767K 0.13%
12,356
186
$758K 0.13%
1,583
+54
187
$758K 0.13%
25,365
-691
188
$753K 0.13%
10,800
-1,216
189
$748K 0.13%
5,363
190
$747K 0.13%
8,975
191
$736K 0.12%
4,182
+877
192
$733K 0.12%
4,659
-37
193
$725K 0.12%
13,703
+3
194
$724K 0.12%
6,751
-490
195
$713K 0.12%
15,111
+1,448
196
$711K 0.12%
7,267
+161
197
$702K 0.12%
7,358
-71
198
$684K 0.12%
14,667
+17
199
$683K 0.12%
4,566
+40
200
$680K 0.11%
12,404
6 7
8
9 10