IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.89M
3
+$2.58M
4
C icon
Citigroup
C
+$2.11M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.06M

Top Sells

1
+$6.03M
2
+$5.71M
3
+$4.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.83M
5
DG icon
Dollar General
DG
+$2.79M

Sector Composition

1 Technology 14.88%
2 Financials 9.47%
3 Industrials 6%
4 Healthcare 4.43%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 4.34%
60,708
-19,886
2
$9.13M 2.69%
220,740
-32,312
3
$7.2M 2.12%
77,078
-204
4
$6.14M 1.81%
22,657
+18,048
5
$5.59M 1.65%
16,785
+152
6
$5.46M 1.61%
24,674
+331
7
$5.35M 1.58%
39,269
+18,962
8
$5.21M 1.54%
+90,401
9
$5.17M 1.53%
921,040
+4,360
10
$5.08M 1.5%
19,207
-22,782
11
$4.63M 1.36%
26,904
+1,276
12
$3.96M 1.17%
132,289
-42,481
13
$3.61M 1.06%
48,460
+3,892
14
$3.34M 0.99%
63,472
-3,155
15
$3.3M 0.97%
32,497
-386
16
$3.1M 0.91%
67,960
-1,654
17
$3.02M 0.89%
18,750
+63
18
$2.98M 0.88%
42,519
-134
19
$2.88M 0.85%
117,494
+32,007
20
$2.74M 0.81%
21,538
+650
21
$2.74M 0.81%
84,528
-3,030
22
$2.72M 0.8%
302,024
-7,088
23
$2.53M 0.75%
22,840
+18,597
24
$2.5M 0.74%
63,920
+29,828
25
$2.48M 0.73%
34,279
-7,706
1
2 3 4 5