IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.1M 0.12%
24,592
-54
177
$1.1M 0.12%
5,359
+3
178
$1.09M 0.12%
14,897
+110
179
$1.09M 0.12%
15,826
180
$1.08M 0.12%
9,942
+1,165
181
$1.05M 0.12%
7,743
-118
182
$1.05M 0.12%
3,560
-91
183
$1.05M 0.12%
3,562
184
$1.04M 0.12%
9,436
-200
185
$1.04M 0.12%
11,114
-46,982
186
$1.04M 0.12%
22,410
-146
187
$1.03M 0.12%
7,435
-7
188
$1.03M 0.11%
50,237
-1,247
189
$1.03M 0.11%
11,262
-23
190
$1.03M 0.11%
13,242
+107
191
$1.02M 0.11%
12,769
-99
192
$1.02M 0.11%
28,550
-451
193
$1M 0.11%
2,246
-9
194
$994K 0.11%
1,724
-53
195
$981K 0.11%
2,561
196
$966K 0.11%
8,456
-81
197
$964K 0.11%
4,012
+418
198
$964K 0.11%
2,633
-76
199
$958K 0.11%
8,920
+5
200
$955K 0.11%
8,420
-158
6 7
8
9 10