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
$116M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$4.96M
3
+$3.58M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.57M
5
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$750K

Top Sells

1
+$6.37M
2
+$2.74M
3
+$2.43M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.38M
5
IYE icon
iShares US Energy ETF
IYE
+$2.31M

Sector Composition

1 Real Estate 0.08%
2 Communication Services 0.01%
3 Technology 0%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 1.19%
25,392
+302
27
$1.37M 1.18%
20,493
+997
28
$307K 0.27%
3,229
-2,717
29
$159K 0.14%
1,644
-466
30
$154K 0.13%
1,594
-417
31
$154K 0.13%
1,377
-352
32
$153K 0.13%
1,367
-366
33
$153K 0.13%
1,448
-19
34
$150K 0.13%
2,364
-80
35
$149K 0.13%
3,202
-830
36
$149K 0.13%
1,425
-382
37
$146K 0.13%
1,257
-333
38
$145K 0.13%
1,328
-328
39
$114K 0.1%
290
+171
40
$96K 0.08%
5,076
41
$83K 0.07%
3,141
-60
42
$28K 0.02%
256
43
$25K 0.02%
624
44
$19K 0.02%
157
45
$15K 0.01%
163
46
$12K 0.01%
244
47
$11K 0.01%
129
48
$11K 0.01%
128
49
$8K 0.01%
295
-89,635
50
$8K 0.01%
448
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