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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.1M
3
+$8.47M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$6.52M
5
IYF icon
iShares US Financials ETF
IYF
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.91%
2 Real Estate 0.55%
3 Industrials 0.13%
4 Consumer Staples 0.11%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.01%
+500
77
$16K 0.01%
+146
78
$14K 0.01%
+621
79
$14K 0.01%
+1,531
80
$13K 0.01%
+1,000
81
$13K 0.01%
+611
82
$13K 0.01%
+118
83
$11K 0.01%
+150
84
$11K 0.01%
+450
85
$11K 0.01%
+795
86
$11K 0.01%
+443
87
$10K 0.01%
+303
88
$10K 0.01%
+240
89
$10K 0.01%
+300
90
$7K 0.01%
+291
91
$6K ﹤0.01%
+133
92
$6K ﹤0.01%
+153
93
$6K ﹤0.01%
+128
94
$5K ﹤0.01%
+160
95
$5K ﹤0.01%
+107
96
$5K ﹤0.01%
+80
97
$5K ﹤0.01%
+100
98
$5K ﹤0.01%
+202
99
$4K ﹤0.01%
+280
100
$4K ﹤0.01%
+116
2 3
4
5 6