IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$960M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.13M
3
+$1.12M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M

Top Sells

1
+$4.14M
2
+$2.07M
3
+$1.14M
4
HES
Hess
HES
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$680K

Sector Composition

1 Technology 30.54%
2 Financials 8.58%
3 Consumer Discretionary 7.57%
4 Industrials 7.44%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.15M 0.12%
3,562
177
$1.14M 0.12%
9,673
-269
178
$1.13M 0.12%
24,495
-97
179
$1.13M 0.12%
3,264
+284
180
$1.11M 0.12%
9,336
+2,641
181
$1.11M 0.12%
7,199
+29
182
$1.09M 0.11%
3,791
-615
183
$1.08M 0.11%
8,437
-19
184
$1.08M 0.11%
2,410
-48
185
$1.07M 0.11%
11,220
-42
186
$1.07M 0.11%
7,373
-303
187
$1.07M 0.11%
7,125
-2,166
188
$1.06M 0.11%
2,481
-80
189
$1.06M 0.11%
13,245
+3
190
$1.06M 0.11%
49,627
-610
191
$1.04M 0.11%
4,068
+56
192
$1.04M 0.11%
7,778
+35
193
$1.02M 0.11%
21,580
-441
194
$1.02M 0.11%
22,440
195
$1.01M 0.11%
3,571
+11
196
$1.01M 0.1%
7,795
-249
197
$1M 0.1%
1,769
+45
198
$1M 0.1%
5,054
-393
199
$998K 0.1%
10,554
+173
200
$988K 0.1%
31,435
+2,885
6 7
8
9 10