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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.59M
3
+$1.16M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$933K
5
VUG icon
Vanguard Growth ETF
VUG
+$911K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$866K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$681K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$563K 0.13%
24,055
202
$555K 0.13%
3,768
+446
203
$555K 0.13%
9,479
-1,578
204
$551K 0.13%
9,279
+545
205
$550K 0.13%
2,607
+10
206
$550K 0.13%
11,004
+972
207
$548K 0.13%
2,265
+185
208
$544K 0.12%
2,937
+73
209
$536K 0.12%
6,553
-690
210
$536K 0.12%
5,786
-4,443
211
$536K 0.12%
3,302
+9
212
$535K 0.12%
7,425
-20
213
$535K 0.12%
9,650
+550
214
$534K 0.12%
11,356
-86
215
$529K 0.12%
3,360
-226
216
$526K 0.12%
4,984
+325
217
$523K 0.12%
2,211
-66
218
$515K 0.12%
3,717
+92
219
$514K 0.12%
10,253
-8,016
220
$509K 0.12%
12,310
-821
221
$507K 0.12%
1,513
+293
222
$506K 0.12%
10,941
+14
223
$505K 0.12%
12,540
+300
224
$501K 0.11%
10,664
225
$493K 0.11%
3,405
-1,674
7 8
9
10 11