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
$613M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$636K
3
+$578K
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$449K
5
UBER icon
Uber
UBER
+$439K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.12M
5
VHT icon
Vanguard Health Care ETF
VHT
+$774K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 8.87%
3 Financials 7.91%
4 Industrials 7.48%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$740K 0.12%
12,404
202
$731K 0.12%
10,164
-32
203
$728K 0.12%
1,434
204
$727K 0.12%
22,311
+48
205
$722K 0.12%
4,576
+225
206
$720K 0.12%
13,739
-1,387
207
$709K 0.11%
4,071
-777
208
$708K 0.11%
2,616
-18
209
$705K 0.11%
2,009
-12
210
$700K 0.11%
7,466
211
$698K 0.11%
24,259
-7,411
212
$686K 0.11%
13,659
+37
213
$682K 0.11%
4,574
-61
214
$681K 0.11%
1,089
-20
215
$676K 0.11%
4,136
216
$674K 0.11%
10,914
+804
217
$669K 0.11%
5,947
218
$665K 0.11%
44,930
+13,438
219
$663K 0.11%
9,548
-7,348
220
$655K 0.11%
1,158
-9
221
$647K 0.1%
4,170
222
$641K 0.1%
9,768
-140
223
$640K 0.1%
4,282
-127
224
$636K 0.1%
1,628
+4
225
$627K 0.1%
1,182
7 8
9
10 11