IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.18M
3
+$1.63M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.22M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.13M

Top Sells

1
+$3.34M
2
+$3.1M
3
+$3.02M
4
BMVP icon
Invesco Bloomberg MVP Multi-factor ETF
BMVP
+$2.74M
5
PWO
POWER SHARES ETF DYNAMIC OTC
PWO
+$2.4M

Sector Composition

1 Technology 16.66%
2 Financials 9.68%
3 Industrials 6.29%
4 Communication Services 4.91%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 0.8%
61,624
-2,296
27
$2.48M 0.79%
34,492
+213
28
$2.35M 0.75%
67,953
+4,578
29
$2.32M 0.74%
29,722
+1,572
30
$2.32M 0.74%
29,588
+15,590
31
$2.32M 0.74%
109,275
+687
32
$2.3M 0.73%
276,865
+262,343
33
$2.29M 0.73%
27,664
+2,340
34
$2.28M 0.73%
21,948
+630
35
$2.27M 0.72%
40,257
+3,690
36
$2.27M 0.72%
10,849
+277
37
$2.24M 0.71%
32,300
-2,755
38
$2.23M 0.71%
18,477
-910
39
$2.1M 0.67%
20,162
+995
40
$2.09M 0.67%
31,226
+481
41
$2.09M 0.67%
189,430
+14,589
42
$2.08M 0.66%
78,574
+886
43
$2.05M 0.65%
16,249
+1,298
44
$2.04M 0.65%
36,178
+3,299
45
$2.03M 0.65%
40,240
+1,976
46
$1.99M 0.63%
67,570
-2,241
47
$1.94M 0.62%
44,317
+580
48
$1.92M 0.61%
25,161
+1,987
49
$1.88M 0.6%
19,124
-2
50
$1.86M 0.59%
22,217
+1,758
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