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
$499M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$967K
3
+$621K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$605K
5
SGEN
Seagen Inc. Common Stock
SGEN
+$598K

Top Sells

1
+$3.04M
2
+$1.34M
3
+$1.16M
4
FVL
First TrustValue Line 100 Exchange-Traded
FVL
+$767K
5
VPU icon
Vanguard Utilities ETF
VPU
+$634K

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 9.69%
3 Financials 8.89%
4 Industrials 6.83%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$619K 0.12%
8,231
+427
202
$613K 0.12%
3,604
+199
203
$608K 0.12%
1,448
+170
204
$607K 0.12%
5,046
-452
205
$598K 0.12%
+3,414
206
$594K 0.12%
13,674
+748
207
$593K 0.12%
12,540
208
$593K 0.12%
3,581
+683
209
$592K 0.12%
9,517
-374
210
$590K 0.12%
3,302
211
$589K 0.12%
2,891
-46
212
$585K 0.12%
3,869
+50
213
$583K 0.12%
2,231
+295
214
$580K 0.12%
11,600
+640
215
$580K 0.12%
11,622
+1,305
216
$580K 0.12%
5,113
+129
217
$578K 0.11%
8,456
+1,091
218
$573K 0.11%
7,124
-329
219
$568K 0.11%
1,677
-1
220
$565K 0.11%
6,550
+2,941
221
$564K 0.11%
+3,540
222
$562K 0.11%
13,576
-632
223
$560K 0.11%
811,275
+162,812
224
$559K 0.11%
10,664
225
$559K 0.11%
80,987
+6,253
7 8
9
10 11