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
$339M
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.89M
3
+$2.58M
4
C icon
Citigroup
C
+$2.11M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.06M

Top Sells

1
+$6.03M
2
+$5.71M
3
+$4.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.83M
5
DG icon
Dollar General
DG
+$2.79M

Sector Composition

1 Technology 14.88%
2 Financials 9.47%
3 Industrials 6%
4 Healthcare 4.43%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$472K 0.14%
22,437
+700
202
$470K 0.14%
10,256
-405
203
$465K 0.14%
+17,325
204
$465K 0.14%
+14,986
205
$464K 0.14%
13,237
206
$452K 0.13%
49,152
-90
207
$452K 0.13%
26,344
-1,284
208
$449K 0.13%
11,115
-623
209
$437K 0.13%
16,432
+5,346
210
$432K 0.13%
11,143
211
$408K 0.12%
+10,354
212
$394K 0.12%
24,616
+7,155
213
$387K 0.11%
20,049
-500
214
$385K 0.11%
+11,319
215
$374K 0.11%
22,305
+1,082
216
$372K 0.11%
38,701
-1,665
217
$371K 0.11%
10,006
+1,837
218
$367K 0.11%
+17,190
219
$362K 0.11%
26,888
+722
220
$358K 0.11%
+15,360
221
$349K 0.1%
3,753
+382
222
$348K 0.1%
29,115
+1,210
223
$347K 0.1%
+15,714
224
$345K 0.1%
+14,000
225
$344K 0.1%
11,415
7 8
9
10 11