IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
This Quarter Return
+4.13%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$67M
AUM Growth
+$67M
(+27%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
19.63%
Top 10 Holdings %
Top 10 Hldgs %
64.99%
Holding
37
New
10
Increased
8
Reduced
18
Closed
1
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$9.43M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$2.41M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$2.15M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.13M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.18M |
