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
$505M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.07M
3
+$1.87M
4
WBD icon
Warner Bros
WBD
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$821K

Top Sells

1
+$2.5M
2
+$1.44M
3
+$708K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$613K
5
VFH icon
Vanguard Financials ETF
VFH
+$584K

Sector Composition

1 Technology 18.92%
2 Financials 10.2%
3 Consumer Discretionary 9.53%
4 Healthcare 7.35%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.5M 3.62%
134,973
-982
2
$13.3M 2.62%
51,958
-1,953
3
$12.9M 2.53%
850,400
-1,800
4
$8.92M 1.75%
83,949
+2,349
5
$7.47M 1.47%
20,396
+160
6
$6.98M 1.37%
18,492
+4,967
7
$6.84M 1.34%
24,415
+7,376
8
$6.07M 1.19%
79,491
+752
9
$5.62M 1.1%
25,044
-462
10
$4.74M 0.93%
43,480
+620
11
$4.65M 0.91%
30,280
-52
12
$4.4M 0.86%
62,608
+51,527
13
$4.24M 0.83%
8,842
+73
14
$4.01M 0.79%
276,944
-4,500
15
$3.8M 0.75%
23,549
+564
16
$3.71M 0.73%
16,637
-367
17
$3.69M 0.72%
54,140
-252
18
$3.63M 0.71%
51,060
-358
19
$3.63M 0.71%
12,218
+564
20
$3.56M 0.7%
13,051
+330
21
$3.55M 0.7%
31,764
-2,087
22
$3.46M 0.68%
22,604
-187
23
$3.4M 0.67%
40,512
+268
24
$3.37M 0.66%
59,533
-322
25
$3.35M 0.66%
10,626
+42
1
2 3 4 5