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

Top Buys

1
+$3.05M
2
+$2.84M
3
+$1.59M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.3M
5
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$596K

Top Sells

1
+$8.64M
2
+$3.76M
3
+$2.47M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.65M

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
– –
-19,405
29
– –
-51,815
30
– –
-16,019
31
– –
-29,854
32
– –
-7,869
33
– –
-11,105
34
– –
-145,532
35
– –
-52,098
36
– –
-49,984
1
2