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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$849K 0.14%
8,851
-375
177
$841K 0.14%
4,701
+61
178
$823K 0.13%
13,784
+6,069
179
$821K 0.13%
15,964
-308
180
$803K 0.13%
4,418
-229
181
$801K 0.13%
3,462
-326
182
$800K 0.13%
24,856
-330
183
$796K 0.13%
906
-10
184
$787K 0.13%
13,710
+4
185
$782K 0.13%
15,489
+11,446
186
$777K 0.13%
8,829
187
$777K 0.13%
9,583
+3,109
188
$773K 0.13%
7,343
+62
189
$771K 0.13%
11,793
-244
190
$771K 0.13%
10,697
+240
191
$770K 0.12%
45,866
+1,274
192
$763K 0.12%
8,549
+436
193
$763K 0.12%
17,487
-174
194
$760K 0.12%
18,455
+3,534
195
$758K 0.12%
3,024
-3,086
196
$757K 0.12%
1,587
+17
197
$747K 0.12%
19,782
-7,961
198
$745K 0.12%
14,675
+1
199
$744K 0.12%
61,029
-1,161
200
$740K 0.12%
8,123
-620
6 7
8
9 10