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
$433M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.59M
3
+$1.16M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$933K
5
VUG icon
Vanguard Growth ETF
VUG
+$911K

Top Sells

1
+$2.06M
2
+$1.08M
3
+$866K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$681K

Sector Composition

1 Technology 19.67%
2 Consumer Discretionary 9.19%
3 Financials 8.16%
4 Healthcare 6.69%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 3.59%
135,695
-4,789
2
$11.7M 2.67%
55,662
-348
3
$10.7M 2.44%
791,520
-18,120
4
$10.4M 2.38%
66,340
-2,960
5
$10.4M 2.36%
21,117
+483
6
$8.34M 1.9%
24,906
+3,472
7
$7.58M 1.73%
38,493
+99
8
$6.95M 1.59%
80,875
+952
9
$5.89M 1.34%
21,204
+441
10
$5.73M 1.31%
17,038
-2,039
11
$5.65M 1.29%
21,559
+308
12
$4.87M 1.11%
106,242
-1,190
13
$4.6M 1.05%
44,315
+271
14
$4.59M 1.05%
20,187
+4,002
15
$4.4M 1.01%
57,606
+41
16
$4.25M 0.97%
29,800
-868
17
$4.17M 0.95%
289,880
+136
18
$3.94M 0.9%
63,396
+2,948
19
$3.83M 0.88%
57,888
+13
20
$3.83M 0.87%
30,848
-793
21
$3.81M 0.87%
26,667
-2,823
22
$3.61M 0.82%
14,206
-1,390
23
$3.57M 0.81%
11,597
-1,138
24
$3.36M 0.77%
55,671
+35,658
25
$3.2M 0.73%
43,680
-640
1
2 3 4 5