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
$145M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$5.04M
3
+$4.59M
4
IYH icon
iShares US Healthcare ETF
IYH
+$2.73M
5
SLV icon
iShares Silver Trust
SLV
+$2.69M

Top Sells

1
+$11.5M
2
+$3.38M
3
+$3.19M
4
SVXY icon
ProShares Short VIX Short-Term Futures ETF
SVXY
+$2.86M
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$2.75M

Sector Composition

1 Real Estate 0.13%
2 Communication Services 0.01%
3 Technology 0%
4 Industrials 0%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.42%
13,675
-5,258
27
$2.04M 1.4%
38,764
-54,452
28
$1.01M 0.7%
11,069
+5,148
29
$884K 0.61%
50,572
+10,725
30
$802K 0.55%
14,714
+10,157
31
$579K 0.4%
11,417
+8,213
32
$574K 0.39%
5,206
-764
33
$550K 0.38%
5,386
+5,113
34
$550K 0.38%
+5,195
35
$306K 0.21%
6,423
+4,514
36
$256K 0.18%
9,034
+6,183
37
$242K 0.17%
5,076
+3,446
38
$207K 0.14%
+1,347
39
$107K 0.07%
6,152
-13,286
40
$85K 0.06%
+6,920
41
$83K 0.06%
+1,261
42
$78K 0.05%
+865
43
$77K 0.05%
+1,420
44
$45K 0.03%
1,750
+1,048
45
$29K 0.02%
309
-122,822
46
$14K 0.01%
163
-252
47
$11K 0.01%
154
-345
48
$11K 0.01%
244
-1,028
49
$8K 0.01%
279
-1,668
50
$8K 0.01%
448
-153,803
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