IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.38M
3
+$1.98M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.27M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Top Sells

1
+$4.32M
2
+$1.36M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$926K

Sector Composition

1 Technology 29.59%
2 Financials 8.9%
3 Industrials 8%
4 Consumer Discretionary 7.73%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$948K 0.11%
7,676
+1
202
$946K 0.11%
22,052
-755
203
$941K 0.11%
3,222
-46
204
$932K 0.1%
+42,932
205
$932K 0.1%
10,381
+1
206
$930K 0.1%
2,980
-43
207
$925K 0.1%
22,021
-770
208
$913K 0.1%
22,440
209
$910K 0.1%
1,814
210
$894K 0.1%
11,242
211
$890K 0.1%
2,177
+142
212
$890K 0.1%
7,869
-887
213
$889K 0.1%
14,314
-299
214
$888K 0.1%
1,211
215
$886K 0.1%
14,917
-58
216
$879K 0.1%
7,369
-75
217
$875K 0.1%
20,220
-306
218
$874K 0.1%
6,162
-1,451
219
$868K 0.1%
22,668
+365
220
$864K 0.1%
2,284
+120
221
$861K 0.1%
4,122
-73
222
$856K 0.1%
23,871
-2,933
223
$855K 0.1%
1,679
-139
224
$851K 0.09%
9,550
-5,132
225
$844K 0.09%
10,538
7 8
9
10 11