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
$796M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.93M
3
+$1.79M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.24M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$579K

Top Sells

1
+$6.12M
2
+$3.73M
3
+$1.54M
4
VHT icon
Vanguard Health Care ETF
VHT
+$866K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$860K

Sector Composition

1 Technology 29.95%
2 Consumer Discretionary 8.83%
3 Financials 8.61%
4 Industrials 7.4%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$963K 0.12%
8,732
177
$958K 0.12%
23,965
-135
178
$956K 0.12%
4,234
-71
179
$954K 0.12%
41,903
-908
180
$953K 0.12%
3,287
+21
181
$948K 0.12%
51,784
-92
182
$942K 0.12%
9,467
-59
183
$941K 0.12%
2,674
-34
184
$938K 0.12%
1,492
+138
185
$938K 0.12%
7,761
186
$934K 0.12%
22,440
-214
187
$931K 0.12%
8,738
+23
188
$931K 0.12%
1,551
-4
189
$927K 0.12%
19,389
-1,492
190
$927K 0.12%
26,789
+16
191
$910K 0.11%
7,983
192
$904K 0.11%
5,852
-86
193
$896K 0.11%
3,562
194
$895K 0.11%
8,308
+4
195
$892K 0.11%
14,780
+450
196
$882K 0.11%
32,286
+1,929
197
$877K 0.11%
4,800
198
$863K 0.11%
23,187
+450
199
$855K 0.11%
9,490
+441
200
$853K 0.11%
11,242
6 7
8
9 10