IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.52%
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
+$7.39M
2
+$3.32M
3
+$3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.73M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.03M

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
– –
-46
28
– –
-79,265
29
– –
-1,058
30
– –
-508
31
– –
-31
32
– –
-58,811
33
– –
-70
34
– –
-234
35
– –
-41
36
– –
-80,741
37
– –
-4,692
38
– –
-1,855
39
– –
-256
40
– –
-157
41
– –
-624
42
– –
-295
43
– –
-97
44
– –
-379
45
– –
-123
46
– –
-107
47
– –
-192
48
– –
-5,076
49
– –
-448
50
– –
-572
1
2
3