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
126
0