IFWM

Institute for Wealth Management Portfolio holdings

AUM $960M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.1M
3
+$8.47M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$6.52M
5
IYF icon
iShares US Financials ETF
IYF
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.91%
2 Real Estate 0.55%
3 Industrials 0.13%
4 Consumer Staples 0.11%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 1.6%
+99,200
27
$680K 0.55%
+39,847
28
$658K 0.53%
+5,970
29
$538K 0.43%
+5,921
30
$533K 0.43%
+4,506
31
$348K 0.28%
+19,438
32
$252K 0.2%
+6,552
33
$219K 0.18%
+4,557
34
$201K 0.16%
+14,078
35
$196K 0.16%
+4,253
36
$162K 0.13%
+3,204
37
$158K 0.13%
+983
38
$150K 0.12%
+2,611
39
$120K 0.1%
+1,560
40
$116K 0.09%
+1,500
41
$97K 0.08%
+1,611
42
$90K 0.07%
+1,786
43
$86K 0.07%
+1,909
44
$81K 0.07%
+969
45
$77K 0.06%
+5,415
46
$75K 0.06%
+2,851
47
$72K 0.06%
+800
48
$70K 0.06%
+1,630
49
$68K 0.05%
+936
50
$64K 0.05%
+1,272
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