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
$105M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.48M
3
+$2.13M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$532K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$492K

Top Sells

1
+$4.29M
2
+$3.82M
3
+$2.04M
4
SLV icon
iShares Silver Trust
SLV
+$1.83M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.23M

Sector Composition

1 Real Estate 0.09%
2 Communication Services 0.01%
3 Technology 0.01%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 1.2%
18,814
-1,679
27
$1.24M 1.18%
13,521
-1,016
28
$214K 0.2%
2,348
+704
29
$166K 0.16%
9,879
-109,055
30
$158K 0.15%
1,338
-39
31
$155K 0.15%
1,549
-45
32
$151K 0.14%
1,356
-11
33
$150K 0.14%
1,277
+20
34
$150K 0.14%
3,217
+15
35
$147K 0.14%
1,348
+20
36
$146K 0.14%
1,439
+14
37
$102K 0.1%
4,692
-56,404
38
$101K 0.1%
1,058
+895
39
$91K 0.09%
5,076
40
$51K 0.05%
+1,855
41
$41K 0.04%
+379
42
$28K 0.03%
256
43
$25K 0.02%
624
44
$19K 0.02%
+508
45
$17K 0.02%
157
46
$12K 0.01%
244
47
$11K 0.01%
+572
48
$10K 0.01%
129
49
$10K 0.01%
128
50
$8K 0.01%
+234
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