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
$397M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.34M
3
+$1.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$729K

Top Sells

1
+$2.75M
2
+$2.47M
3
+$2.21M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.63M

Sector Composition

1 Technology 13.39%
2 Financials 9.25%
3 Consumer Discretionary 8.39%
4 Industrials 7.67%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$610K 0.15%
2,061
+277
202
$607K 0.15%
10,625
-1,637
203
$602K 0.15%
32,057
+1,399
204
$601K 0.15%
22,879
-1,324
205
$599K 0.15%
13,444
-866
206
$595K 0.15%
4,975
-15
207
$594K 0.15%
21,496
-8,851
208
$587K 0.15%
4,975
209
$587K 0.15%
11,122
-2,435
210
$576K 0.15%
15,035
-2
211
$570K 0.14%
10,620
212
$567K 0.14%
3,498
-3,002
213
$565K 0.14%
14,351
+142
214
$562K 0.14%
4,099
-2,066
215
$560K 0.14%
9,256
-35
216
$557K 0.14%
10,691
-2,324
217
$547K 0.14%
2,547
-4,943
218
$546K 0.14%
8,661
-87
219
$544K 0.14%
12,140
220
$542K 0.14%
9,096
-1,184
221
$538K 0.14%
25,015
222
$533K 0.13%
18,397
-865
223
$530K 0.13%
10,503
+1
224
$529K 0.13%
2,432
-539
225
$528K 0.13%
16,229
+9,408
7 8
9
10 11