IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
This Quarter Return
+5.52%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(-4.5%)
Cap. Flow
-$13M
Cap. Flow
% of AUM
-9.34%
Top 10 Holdings %
Top 10 Hldgs %
60.06%
Holding
84
New
16
Increased
15
Reduced
34
Closed
5
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$10.9M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$2.88M |
| 3 |
ProShares VIX Mid-Term Futures ETF
VIXM
|
$2.66M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.38M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$1.33M |
Top Sells
| 1 |
iShares US Utilities ETF
IDU
|
$4.77M |
| 2 |
iShares US Financials ETF
IYF
|
$3.67M |
| 3 |
iShares US Industrials ETF
IYJ
|
$3.56M |
| 4 |
iShares US Technology ETF
IYW
|
$3.46M |
| 5 |
iShares US Healthcare ETF
IYH
|
$3.35M |
Sector Composition
| 1 | Real Estate | 0.06% |
| 2 | Communication Services | 0.01% |
| 3 | Technology | 0.01% |
| 4 | Industrials | 0.01% |
| 5 | Consumer Discretionary | 0% |
