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
$145M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$5.04M
3
+$4.59M
4
IYH icon
iShares US Healthcare ETF
IYH
+$2.73M
5
SLV icon
iShares Silver Trust
SLV
+$2.69M

Top Sells

1
+$11.5M
2
+$3.38M
3
+$3.19M
4
SVXY icon
ProShares Short VIX Short-Term Futures ETF
SVXY
+$2.86M
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$2.75M

Sector Composition

1 Real Estate 0.13%
2 Communication Services 0.01%
3 Technology 0%
4 Industrials 0%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-44
77
– –
-1,611
78
– –
-116
79
– –
-4,506
80
– –
-153
81
– –
-66
82
– –
-150
83
– –
-265
84
– –
-1,500
85
– –
-621
86
– –
-450
87
– –
-1,531
88
– –
-600
89
– –
-969
90
– –
-936
91
– –
-1,368
92
– –
-300
93
– –
-1,578
94
– –
-2
95
– –
-100
96
– –
-160
97
– –
-900
98
– –
-400
99
– –
-592
100
– –
-633
2 3
4
5 6