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
$548M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.2M
3
+$1.03M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$550K

Top Sells

1
+$2.07M
2
+$1.17M
3
+$451K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$350K
5
AAPL icon
Apple
AAPL
+$346K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 8.93%
3 Financials 7.75%
4 Industrials 6.97%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$666K 0.12%
22,263
+831
202
$664K 0.12%
7,466
-68
203
$655K 0.12%
1,434
-149
204
$655K 0.12%
14,453
-658
205
$651K 0.12%
12,404
206
$648K 0.12%
12,374
-20
207
$648K 0.12%
2,634
+2
208
$646K 0.12%
4,170
-140
209
$636K 0.11%
4,491
-39
210
$636K 0.11%
4,164
-18
211
$632K 0.11%
2,980
212
$632K 0.11%
15,126
+551
213
$621K 0.11%
42,500
214
$621K 0.11%
2,021
-19
215
$616K 0.11%
4,351
-215
216
$608K 0.11%
4,409
-196
217
$606K 0.11%
8,063
-730
218
$599K 0.11%
1,167
+1
219
$598K 0.11%
1,182
+162
220
$597K 0.11%
6,381
-308
221
$596K 0.11%
10,110
-150
222
$594K 0.11%
12,414
-553
223
$592K 0.11%
8,113
-25
224
$590K 0.11%
11,872
-637
225
$586K 0.11%
5,947
-36
7 8
9
10 11