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
$139M
AUM Growth
-$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$2.88M
3
+$2.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.38M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.33M

Top Sells

1
+$4.77M
2
+$3.67M
3
+$3.56M
4
IYW icon
iShares US Technology ETF
IYW
+$3.46M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.35M

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
– –
-5,386
77
– –
-5,195
78
$0 ﹤0.01%
+4
79
$0 ﹤0.01%
+6
80
$0 ﹤0.01%
+1
81
$0 ﹤0.01%
+1
82
$0 ﹤0.01%
+3
83
– –
0
84
– –
-6,920
1 2 3
4