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
$145M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$5.04M
3
+$4.59M
4
IYH icon
iShares US Healthcare ETF
IYH
+$2.73M
5
SLV icon
iShares Silver Trust
SLV
+$2.69M

Top Sells

1
+$11.5M
2
+$3.38M
3
+$3.19M
4
SVXY icon
ProShares Short VIX Short-Term Futures ETF
SVXY
+$2.86M
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$2.75M

Sector Composition

1 Real Estate 0.13%
2 Communication Services 0.01%
3 Technology 0%
4 Industrials 0%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8K 0.01%
+92
52
$8K 0.01%
+164
53
$8K 0.01%
+204
54
$8K 0.01%
151
-63,836
55
$6K ﹤0.01%
49
-97
56
$5K ﹤0.01%
46
-349
57
$5K ﹤0.01%
209
-234
58
$4K ﹤0.01%
+183
59
$4K ﹤0.01%
41
60
$4K ﹤0.01%
113
61
$4K ﹤0.01%
107
62
$4K ﹤0.01%
+13
63
$3K ﹤0.01%
100
-734
64
$3K ﹤0.01%
+94
65
$3K ﹤0.01%
+129
66
$2K ﹤0.01%
+75
67
$1K ﹤0.01%
+8
68
– –
-512
69
– –
-280
70
– –
-1,000
71
– –
-20
72
– –
-303
73
– –
-5
74
– –
-611
75
– –
-133
1 2
3
4 5