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
$117M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.09M
3
+$2.61M
4
IYE icon
iShares US Energy ETF
IYE
+$397K
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$245K

Top Sells

1
+$5.52M
2
+$4.58M
3
+$4.31M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.84M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.56M

Sector Composition

1 Real Estate 0.08%
2 Communication Services 0.01%
3 Utilities 0%
4 Technology 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$102K 0.09%
2,248
-437
52
$87K 0.07%
5,076
53
$84K 0.07%
3,201
+735
54
$52K 0.04%
1,087
-1,118
55
$47K 0.04%
119
+28
56
$27K 0.02%
256
57
$24K 0.02%
624
-143,528
58
$18K 0.02%
157
-39,910
59
$14K 0.01%
163
60
$12K 0.01%
244
61
$10K 0.01%
129
62
$8K 0.01%
448
63
$8K 0.01%
128
-17,344
64
$8K 0.01%
+600
65
$5K ﹤0.01%
96
-73,714
66
$5K ﹤0.01%
113
67
$5K ﹤0.01%
107
68
$5K ﹤0.01%
192
69
$5K ﹤0.01%
209
70
$4K ﹤0.01%
41
71
– –
-8
72
– –
-183
73
– –
-49
74
– –
-38,982
75
– –
-94
1 2
3
4