IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.18M
3
+$1.63M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.22M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.13M

Top Sells

1
+$3.34M
2
+$3.1M
3
+$3.02M
4
BMVP icon
Invesco Bloomberg MVP Multi-factor ETF
BMVP
+$2.74M
5
PWO
POWER SHARES ETF DYNAMIC OTC
PWO
+$2.4M

Sector Composition

1 Technology 16.66%
2 Financials 9.68%
3 Industrials 6.29%
4 Communication Services 4.91%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.58%
35,659
+900
52
$1.76M 0.56%
27,912
-800
53
$1.75M 0.56%
62,888
-2,232
54
$1.74M 0.55%
11,781
+157
55
$1.73M 0.55%
17,074
+3,962
56
$1.73M 0.55%
43,885
+1,141
57
$1.64M 0.52%
12,473
+39
58
$1.63M 0.52%
40,930
+1,556
59
$1.62M 0.52%
37,903
-1,628
60
$1.61M 0.51%
13,017
-27
61
$1.61M 0.51%
23,760
+1,234
62
$1.59M 0.51%
31,984
+1,920
63
$1.59M 0.51%
13,736
+5,394
64
$1.58M 0.51%
30,503
+1,407
65
$1.53M 0.49%
13,799
+1,271
66
$1.51M 0.48%
19,342
+673
67
$1.51M 0.48%
27,476
-2,255
68
$1.51M 0.48%
24,202
+6,499
69
$1.5M 0.48%
35,126
-331
70
$1.48M 0.47%
10,844
+864
71
$1.42M 0.45%
11,265
+57
72
$1.42M 0.45%
21,978
-219
73
$1.37M 0.44%
27,230
+2,580
74
$1.35M 0.43%
23,876
+2,821
75
$1.35M 0.43%
78,092
-1,084
1 2
3
4 5