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
$397M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.34M
3
+$1.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$729K

Top Sells

1
+$2.75M
2
+$2.47M
3
+$2.21M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
KO icon
Coca-Cola
KO
+$1.63M

Sector Composition

1 Technology 13.39%
2 Financials 9.25%
3 Consumer Discretionary 8.39%
4 Industrials 7.67%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.7M 2.19%
62,539
-7,095
2
$7.89M 1.99%
141,004
-44,176
3
$7.5M 1.89%
84,789
-746
4
$6.61M 1.67%
23,916
-308
5
$6.34M 1.6%
73,080
-9,300
6
$6.31M 1.59%
41,767
-429
7
$6.18M 1.56%
22,659
-8,102
8
$5.81M 1.46%
19,455
-1,031
9
$5.62M 1.42%
14,778
-1,394
10
$4.75M 1.2%
16,019
+6,264
11
$4.56M 1.15%
43,996
-1,263
12
$4.34M 1.09%
24,371
-2,517
13
$3.84M 0.97%
29,738
-356
14
$3.78M 0.95%
64,803
-870
15
$3.76M 0.95%
864,960
-24,600
16
$3.76M 0.95%
46,373
-11,109
17
$3.64M 0.92%
59,841
-100
18
$3.52M 0.89%
120,760
-26,777
19
$3.26M 0.82%
22,039
+20,045
20
$3.21M 0.81%
16,608
-1,196
21
$3.2M 0.81%
24,584
-3,964
22
$3.12M 0.79%
36,976
+1,832
23
$3.04M 0.77%
289,112
+400
24
$2.99M 0.75%
10,367
-454
25
$2.89M 0.73%
119,676
-364
1
2 3 4 5