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
$116M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$4.96M
3
+$3.58M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.57M
5
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$750K

Top Sells

1
+$6.37M
2
+$2.74M
3
+$2.43M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.38M
5
IYE icon
iShares US Energy ETF
IYE
+$2.31M

Sector Composition

1 Real Estate 0.08%
2 Communication Services 0.01%
3 Technology 0%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7K 0.01%
97
-88,232
52
$7K 0.01%
+162
53
$6K 0.01%
192
54
$6K 0.01%
223
-101,827
55
$5K ﹤0.01%
46
-1,887
56
$5K ﹤0.01%
123
+10
57
$5K ﹤0.01%
107
58
$5K ﹤0.01%
209
59
$4K ﹤0.01%
41
60
$4K ﹤0.01%
64
-33,540
61
$3K ﹤0.01%
70
-2,178
62
$2K ﹤0.01%
31
-65
63
– –
-4,245
64
– –
-1,426
65
– –
-45,209
66
– –
-98,932
67
– –
-1,087
68
– –
-3,478
69
– –
-2,026
70
– –
-1,297
71
– –
-5,378
72
– –
-600
1 2
3