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
$139M
AUM Growth
-$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$2.88M
3
+$2.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.38M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.33M

Top Sells

1
+$4.77M
2
+$3.67M
3
+$3.56M
4
IYW icon
iShares US Technology ETF
IYW
+$3.46M
5
IYH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$108K 0.08%
3,691
-5,343
52
$103K 0.07%
2,205
-2,871
53
$84K 0.06%
5,076
-1,076
54
$63K 0.05%
2,466
+716
55
$30K 0.02%
91
+78
56
$26K 0.02%
256
-53
57
$14K 0.01%
163
58
$12K 0.01%
244
59
– –
0
60
$9K 0.01%
129
-25
61
$8K 0.01%
448
62
$7K 0.01%
49
63
$5K ﹤0.01%
192
-87
64
$5K ﹤0.01%
209
65
$4K ﹤0.01%
113
66
$4K ﹤0.01%
183
67
$4K ﹤0.01%
41
68
$4K ﹤0.01%
94
69
$4K ﹤0.01%
107
70
$3K ﹤0.01%
129
71
$2K ﹤0.01%
75
72
$1K ﹤0.01%
8
73
$0 ﹤0.01%
+4
74
– –
-100
75
– –
-101,656
1 2
3
4