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
$117M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$4.89M
2 +$4.09M
3 +$2.61M
4
IYE icon
iShares US Energy ETF
IYE
+$397K
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$245K

Top Sells

1 +$5.52M
2 +$4.58M
3 +$4.31M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.84M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.56M

Sector Composition

1 Real Estate 0.08%
2 Communication Services 0.01%
3 Utilities 0%
4 Technology 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4
77
-6
78
-1
79
-1
80
-4
81
-3
82
0
83
-129
84
-75