IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
This Quarter Return
-1.19%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$125M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.81%
Holding
126
New
125
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$17.4M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$11.1M |
| 3 |
iShares US Real Estate ETF
IYR
|
$8.47M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$6.52M |
| 5 |
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% |
