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
$91M
AUM Growth
-$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$742K
2
+$242K
3
+$238K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$237K
5
VHT icon
Vanguard Health Care ETF
VHT
+$236K

Top Sells

1
+$2.06M
2
+$775K
3
+$553K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$508K
5
PHDG icon
Invesco S&P 500 Downside Hedged ETF
PHDG
+$470K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$274K 0.3%
2,833
+568
27
$242K 0.27%
+2,271
28
$238K 0.26%
+4,820
29
$237K 0.26%
+1,931
30
$236K 0.26%
+1,742
31
$232K 0.26%
+1,825
32
$213K 0.23%
+1,982
1
2