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
$117M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.09M
3
+$2.61M
4
IYE icon
iShares US Energy ETF
IYE
+$397K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$245K

Top Sells

1
+$5.52M
2
+$4.58M
3
+$4.31M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.84M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.56M

Sector Composition

1 Real Estate 0.08%
2 Communication Services 0.01%
3 Utilities 0%
4 Technology 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 1.12%
25,090
-487
27
$1.31M 1.12%
29,406
-518
28
$1.26M 1.08%
38,992
-59,044
29
$1.22M 1.05%
51,770
-85,515
30
$561K 0.48%
5,946
-378
31
$317K 0.27%
5,378
-766
32
$226K 0.19%
1,933
-172
33
$215K 0.18%
4,245
+11
34
$215K 0.18%
+2,026
35
$214K 0.18%
+2,106
36
$191K 0.16%
2,110
-374
37
$185K 0.16%
1,729
-310
38
$184K 0.16%
1,733
-298
39
$184K 0.16%
4,032
-677
40
$184K 0.16%
2,011
-349
41
$182K 0.16%
1,414
-233
42
$182K 0.16%
1,807
-307
43
$176K 0.15%
+1,426
44
$176K 0.15%
1,590
-258
45
$175K 0.15%
1,656
-279
46
$161K 0.14%
2,283
+480
47
$148K 0.13%
1,467
+254
48
$147K 0.13%
2,444
+442
49
$143K 0.12%
1,297
-3,265
50
$103K 0.09%
3,478
-213
1
2
3 4