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
$105M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.48M
3
+$2.13M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$532K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$492K

Top Sells

1
+$4.29M
2
+$3.82M
3
+$2.04M
4
SLV icon
iShares Silver Trust
SLV
+$1.83M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.23M

Sector Composition

1 Real Estate 0.09%
2 Communication Services 0.01%
3 Technology 0.01%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8K 0.01%
295
52
$8K 0.01%
448
53
$7K 0.01%
97
54
$6K 0.01%
123
55
$5K ﹤0.01%
192
56
$5K ﹤0.01%
46
57
$5K ﹤0.01%
107
58
$5K ﹤0.01%
209
59
$4K ﹤0.01%
41
60
$4K ﹤0.01%
127
-96
61
$3K ﹤0.01%
70
62
$2K ﹤0.01%
31
63
$2K ﹤0.01%
25
-39
64
– –
-3,141
65
– –
-2,364
66
– –
-162
67
– –
-290
68
– –
-1,448
1 2
3