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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.1M
3
+$8.47M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$6.52M
5
IYF icon
iShares US Financials ETF
IYF
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.91%
2 Real Estate 0.55%
3 Industrials 0.13%
4 Consumer Staples 0.11%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4K ﹤0.01%
+66
102
$4K ﹤0.01%
+41
103
$4K ﹤0.01%
+113
104
$4K ﹤0.01%
+202
105
$4K ﹤0.01%
+100
106
$4K ﹤0.01%
+101
107
$4K ﹤0.01%
+198
108
$3K ﹤0.01%
+100
109
$2K ﹤0.01%
+20
110
$2K ﹤0.01%
+265
111
$2K ﹤0.01%
+100
112
$2K ﹤0.01%
+100
113
$2K ﹤0.01%
+97
114
$1K ﹤0.01%
+5
115
$1K ﹤0.01%
+44
116
$1K ﹤0.01%
+400
117
$1K ﹤0.01%
+53
118
$1K ﹤0.01%
+126
119
$1K ﹤0.01%
+24
120
$1K ﹤0.01%
+100
121
$0 ﹤0.01%
+2
122
$0 ﹤0.01%
+17
123
– –
0
124
$0 ﹤0.01%
+100
125
$0 ﹤0.01%
+7
2 3 4
5
6