IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
1-Year Return
22.84%
This Quarter Return
+9.4%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$443M
AUM Growth
+$45.8M
(+12%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
2.84%
Top 10 Holdings %
Top 10 Hldgs %
15.61%
Holding
705
New
287
Increased
142
Reduced
191
Closed
13
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$4.81M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
+$2.09M |
| 3 |
Vanguard FTSE Pacific ETF
VPL
|
+$1.79M |
| 4 |
Vanguard Industrials ETF
VIS
|
+$841K |
| 5 |
Vanguard Health Care ETF
VHT
|
+$733K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$5.08M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$2.25M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
+$1.86M |
| 4 |
GWR
Genesee & Wyoming Inc.
GWR
|
+$1.31M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.14M |
Sector Composition
| 1 | Technology | 13.99% |
| 2 | Financials | 8.99% |
| 3 | Consumer Discretionary | 7.93% |
| 4 | Industrials | 7.27% |
| 5 | Healthcare | 6.42% |
