IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
This Quarter Return
+25.17%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$408M
AUM Growth
+$408M
(+29%)
Cap. Flow
+$21.7M
Cap. Flow
% of AUM
5.32%
Top 10 Holdings %
Top 10 Hldgs %
19.75%
Holding
444
New
50
Increased
197
Reduced
132
Closed
18
Top Buys
Top Sells
| 1 |
Alerian MLP ETF
AMLP
|
$1.75M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$1.5M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.48M |
| 4 |
FlexShares Ultra-Short Income Fund
RAVI
|
$1.4M |
| 5 |
Vanguard Growth ETF
VUG
|
$981K |
Sector Composition
| 1 | Technology | 17.95% |
| 2 | Consumer Discretionary | 8.21% |
| 3 | Financials | 8.21% |
| 4 | Healthcare | 6.87% |
| 5 | Industrials | 6.51% |
