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
$67M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$2.41M
3
+$2.15M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.13M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.18M

Top Sells

1
+$3.11M
2
+$1.66M
3
+$878K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$704K
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$665K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$790K 1.18%
9,929
-5,231
27
$636K 0.95%
7,889
-4,786
28
$446K 0.67%
5,291
+1,961
29
$349K 0.52%
4,483
-154
30
$270K 0.4%
4,898
+110
31
$254K 0.38%
+1,968
32
$253K 0.38%
+5,216
33
$251K 0.37%
+2,319
34
$249K 0.37%
+2,029
35
$204K 0.3%
+4,100
36
$201K 0.3%
+2,129
37
– –
-77,128
1
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