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
$139M
AUM Growth
-$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$2.88M
3
+$2.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.38M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.33M

Top Sells

1
+$4.77M
2
+$3.67M
3
+$3.56M
4
IYW icon
iShares US Technology ETF
IYW
+$3.46M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.35M

Sector Composition

1 Real Estate 0.06%
2 Communication Services 0.01%
3 Technology 0.01%
4 Industrials 0.01%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.36%
37,422
-64,933
27
$1.83M 1.32%
63,464
-11,566
28
$1.34M 0.96%
25,577
+25,413
29
$1.32M 0.95%
14,962
+14,870
30
$1.3M 0.94%
23,531
+23,380
31
$1.3M 0.93%
34,156
+33,952
32
$1.18M 0.85%
17,472
-21,292
33
$587K 0.42%
6,324
-4,745
34
$503K 0.36%
4,562
-644
35
$361K 0.26%
6,144
-8,570
36
$240K 0.17%
2,105
+2,059
37
$215K 0.15%
4,234
-7,183
38
$211K 0.15%
+2,360
39
$211K 0.15%
+2,114
40
$210K 0.15%
+2,031
41
$209K 0.15%
+1,935
42
$209K 0.15%
+4,709
43
$208K 0.15%
+1,647
44
$207K 0.15%
+2,484
45
$206K 0.15%
+2,039
46
$203K 0.15%
+1,848
47
$130K 0.09%
2,685
-3,738
48
$118K 0.09%
1,213
+348
49
$116K 0.08%
2,002
+582
50
$116K 0.08%
1,803
+542
1
2
3 4