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
$564M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.17M
3
+$854K
4
VHT icon
Vanguard Health Care ETF
VHT
+$580K
5
TSLA icon
Tesla
TSLA
+$415K

Top Sells

1
+$817K
2
+$411K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348K
5
ASML icon
ASML
ASML
+$336K

Sector Composition

1 Technology 24.4%
2 Consumer Discretionary 9.25%
3 Financials 7.85%
4 Industrials 7.32%
5 Healthcare 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.4M 5.97%
836,560
-6,910
2
$24.7M 4.17%
127,511
-915
3
$16.7M 2.81%
48,973
-1,207
4
$13.2M 2.23%
35,798
+323
5
$11.7M 1.97%
89,628
-1,162
6
$9.38M 1.58%
19,176
-159
7
$7.67M 1.29%
17,308
-785
8
$7.47M 1.26%
75,393
-1,536
9
$7.43M 1.25%
62,063
-317
10
$6.6M 1.11%
25,218
+1,587
11
$5.99M 1.01%
20,862
-97
12
$5.23M 0.88%
29,030
-55
13
$4.98M 0.84%
265,644
-116
14
$4.84M 0.82%
75,320
15
$4.63M 0.78%
8,591
-11
16
$4.38M 0.74%
57,900
+9
17
$4.35M 0.73%
40,498
-118
18
$4.2M 0.71%
51,885
-742
19
$4.18M 0.71%
42,927
+3,157
20
$4.09M 0.69%
20,949
+61
21
$3.96M 0.67%
10,074
-268
22
$3.93M 0.66%
49,483
-19
23
$3.91M 0.66%
43,741
-1,327
24
$3.89M 0.66%
13,740
-723
25
$3.85M 0.65%
106,333
+2,975
1
2 3 4 5