IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
-$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.97M
3
+$2.83M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.28M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.3M

Top Sells

1
+$4.77M
2
+$3.52M
3
+$3.35M
4
IYW icon
iShares US Technology ETF
IYW
+$3.26M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.23M

Sector Composition

1 Real Estate 0.06%
2 Communication Services 0.01%
3 Technology 0.01%
4 Industrials 0.01%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$0 ﹤0.01%
+1
77
$0 ﹤0.01%
+1
78
$0 ﹤0.01%
+4
79
$0 ﹤0.01%
+3
80
– –
0
81
– –
-6,920
82
– –
-5,386
83
– –
-5,195
84
$0 ﹤0.01%
+4
1 2 3
4