IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
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
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-1,058
28
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30
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35
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36
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37
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40
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49
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-9,879
50
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