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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$779K 0.14%
8,829
-146
177
$779K 0.14%
17,661
-20
178
$778K 0.14%
10,500
-14
179
$772K 0.14%
62,190
-4,441
180
$770K 0.14%
2,634
-27
181
$758K 0.14%
4,848
-293
182
$754K 0.14%
6,412
-339
183
$754K 0.14%
916
-5
184
$754K 0.14%
5,561
+2,000
185
$747K 0.13%
22,654
-276
186
$747K 0.13%
4,640
-39
187
$741K 0.13%
6,559
-294
188
$728K 0.13%
5,330
-33
189
$724K 0.13%
12,037
-319
190
$710K 0.13%
40,008
+4,321
191
$710K 0.13%
13,062
192
$699K 0.13%
10,457
-343
193
$695K 0.13%
13,706
+3
194
$687K 0.12%
14,674
+7
195
$687K 0.12%
1,570
+3
196
$686K 0.12%
7,281
+14
197
$683K 0.12%
786
198
$679K 0.12%
14,921
+1,050
199
$670K 0.12%
44,592
+7,159
200
$669K 0.12%
16,272
-467
6 7
8
9 10