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
$95.1M
AUM Growth
-$9.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$3.26M
3
+$3.07M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.81M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.07M

Top Sells

1
+$8.43M
2
+$3.77M
3
+$3.29M
4
VDE icon
Vanguard Energy ETF
VDE
+$3.05M
5
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$2.44M

Sector Composition

1 Communication Services 0%
2 Real Estate 0%
3 Technology 0%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$232K 0.24%
2,265
-83
27
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-1,058
28
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-80,741
36
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49
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50
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