IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
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
+$4.65M
2
+$3.95M
3
+$2.67M
4
IYE icon
iShares US Energy ETF
IYE
+$383K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$238K

Top Sells

1
+$5.44M
2
+$4.6M
3
+$4.23M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.51M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.52M

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
– –
-1
77
– –
-4
78
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-3
79
– –
0
80
– –
-129
81
– –
-75
82
– –
-8
83
– –
-183
84
– –
-49
1 2 3
4