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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$673K 0.15%
12,133
-5,115
202
$667K 0.15%
5,931
+534
203
$666K 0.15%
3,140
+73
204
$666K 0.15%
24,360
205
$665K 0.15%
4,885
+14
206
$661K 0.15%
21,885
-1,117
207
$658K 0.15%
12,462
208
$651K 0.15%
+6,888
209
$651K 0.15%
2,215
-217
210
$649K 0.15%
15,425
-369
211
$643K 0.15%
9,096
212
$631K 0.14%
67,812
-13,660
213
$630K 0.14%
+209,441
214
$622K 0.14%
15,036
+1
215
$614K 0.14%
9,191
-65
216
$613K 0.14%
32,462
+405
217
$610K 0.14%
+6,284
218
$603K 0.14%
27,450
+2,435
219
$596K 0.13%
10,041
-650
220
$595K 0.13%
4,777
-198
221
$592K 0.13%
10,160
-962
222
$580K 0.13%
7,825
-329
223
$573K 0.13%
21,145
+1,530
224
$570K 0.13%
10,623
+3
225
$570K 0.13%
12,140
7 8
9
10 11