IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
This Quarter Return
+3.59%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+17%)
Cap. Flow
+$16.8M
Cap. Flow
% of AUM
11.58%
Top 10 Holdings %
Top 10 Hldgs %
54.69%
Holding
142
New
16
Increased
22
Reduced
26
Closed
74
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$17.1M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$5.04M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$4.59M |
| 4 |
iShares US Healthcare ETF
IYH
|
$2.73M |
| 5 |
iShares Silver Trust
SLV
|
$2.69M |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$11.5M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$3.38M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.19M |
| 4 |
ProShares Short VIX Short-Term Futures ETF
SVXY
|
$2.86M |
| 5 |
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% |
