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
$52.6M
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.85M
3
+$1.48M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.16M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$597K

Top Sells

1
+$8.16M
2
+$3.76M
3
+$2.47M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.73M
5
GQRE icon
FlexShares Global Quality Real Estate Index Fund
GQRE
+$1.6M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$283K 0.54%
+3,330
27
$255K 0.48%
+4,788
28
– –
-7,869
29
– –
-11,105
30
– –
-145,532
31
– –
-52,098
32
– –
-19,405
33
– –
-51,815
34
– –
-24,992
35
– –
-16,019
36
– –
-14,927
1
2