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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$677K 0.11%
8,138
+127
202
$667K 0.11%
21,432
+1,360
203
$665K 0.11%
8,793
-1,151
204
$662K 0.11%
5,983
-16
205
$662K 0.11%
921
-67
206
$658K 0.11%
30,698
+125
207
$654K 0.11%
4,605
+4
208
$639K 0.11%
7,534
209
$636K 0.11%
786
-33
210
$634K 0.11%
12,967
-1,019
211
$632K 0.11%
3,735
-42
212
$631K 0.11%
13,062
+1,299
213
$630K 0.11%
2,040
-152
214
$628K 0.11%
3,392
+1
215
$628K 0.11%
12,394
+17
216
$628K 0.11%
1,567
-90
217
$625K 0.11%
3,212
+7
218
$621K 0.1%
9,948
+204
219
$621K 0.1%
12,509
-1,724
220
$620K 0.1%
5,218
-22
221
$618K 0.1%
17,828
-1,312
222
$613K 0.1%
10,260
+162
223
$597K 0.1%
37,433
-597
224
$595K 0.1%
14,575
+323
225
$587K 0.1%
2,394
7 8
9
10 11