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
$443M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.09M
3
+$1.79M
4
VIS icon
Vanguard Industrials ETF
VIS
+$841K
5
VHT icon
Vanguard Health Care ETF
VHT
+$733K

Top Sells

1
+$5.08M
2
+$2.25M
3
+$1.86M
4
GWR
Genesee & Wyoming Inc.
GWR
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Sector Composition

1 Technology 13.99%
2 Financials 8.99%
3 Consumer Discretionary 7.93%
4 Industrials 7.27%
5 Healthcare 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 2.32%
139,876
-1,128
2
$9.2M 2.08%
58,352
-4,187
3
$7.78M 1.76%
23,593
-323
4
$7.37M 1.66%
83,819
-970
5
$6.74M 1.52%
72,960
-120
6
$6.32M 1.43%
21,380
-1,279
7
$6.22M 1.4%
19,234
-221
8
$5.21M 1.18%
885,680
+20,720
9
$5.02M 1.13%
15,405
+627
10
$4.96M 1.12%
24,176
-195
11
$4.81M 1.09%
+47,595
12
$4.79M 1.08%
14,873
-1,146
13
$4.75M 1.07%
43,895
-101
14
$4.14M 0.93%
117,524
-3,236
15
$4.06M 0.92%
16,837
+229
16
$4.03M 0.91%
25,384
+3,345
17
$3.93M 0.89%
64,279
-524
18
$3.86M 0.87%
59,914
+73
19
$3.8M 0.86%
29,617
-121
20
$3.65M 0.82%
119,652
-24
21
$3.59M 0.81%
44,289
-2,084
22
$3.55M 0.8%
24,517
-67
23
$3.36M 0.76%
289,064
-48
24
$3.07M 0.69%
22,017
-152
25
$3.04M 0.69%
36,207
-769
1
2 3 4 5