IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.18M
3
+$1.63M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.22M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.13M

Top Sells

1
+$3.34M
2
+$3.1M
3
+$3.02M
4
BMVP icon
Invesco Bloomberg MVP Multi-factor ETF
BMVP
+$2.74M
5
PWO
POWER SHARES ETF DYNAMIC OTC
PWO
+$2.4M

Sector Composition

1 Technology 16.66%
2 Financials 9.68%
3 Industrials 6.29%
4 Communication Services 4.91%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.07M 0.34%
20,214
-448
102
$1.06M 0.34%
12,362
-60
103
$1.06M 0.34%
19,052
+950
104
$1.05M 0.33%
+18,952
105
$1.04M 0.33%
83,695
-95
106
$1.04M 0.33%
23,288
+2,453
107
$1.04M 0.33%
28,808
+287
108
$1.02M 0.33%
34,743
+1,114
109
$1.01M 0.32%
14,457
-70
110
$1M 0.32%
19,660
+296
111
$978K 0.31%
14,169
+939
112
$970K 0.31%
15,871
+754
113
$969K 0.31%
41,700
-5,227
114
$965K 0.31%
195,949
-14,476
115
$957K 0.3%
20,073
-1,045
116
$944K 0.3%
16,325
+3
117
$939K 0.3%
15,486
+2,189
118
$922K 0.29%
40,045
-509
119
$915K 0.29%
32,789
-352
120
$910K 0.29%
51,061
+665
121
$904K 0.29%
14,458
-816
122
$865K 0.28%
19,804
-22
123
$844K 0.27%
+36,500
124
$828K 0.26%
17,565
+7
125
$813K 0.26%
86,146
-213
3 4
5
6 7