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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.1M
3
+$8.47M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$6.52M
5
IYF icon
iShares US Financials ETF
IYF
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.91%
2 Real Estate 0.55%
3 Industrials 0.13%
4 Consumer Staples 0.11%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$63K 0.05%
+1,578
52
$61K 0.05%
+794
53
$53K 0.04%
+1,947
54
$46K 0.04%
+780
55
$45K 0.04%
+395
56
$45K 0.04%
+900
57
$43K 0.03%
+500
58
$40K 0.03%
+1,368
59
$38K 0.03%
+1,409
60
$38K 0.03%
+499
61
$37K 0.03%
+415
62
$33K 0.03%
+3,575
63
$28K 0.02%
+273
64
$28K 0.02%
+925
65
$26K 0.02%
+300
66
$25K 0.02%
+1,000
67
$24K 0.02%
+834
68
$24K 0.02%
+600
69
$24K 0.02%
+592
70
$24K 0.02%
+800
71
$22K 0.02%
+500
72
$21K 0.02%
+250
73
$20K 0.02%
+633
74
$19K 0.02%
+512
75
$18K 0.01%
+702
1 2
3
4 5