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
$145M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$5.04M
3
+$4.59M
4
IYH icon
iShares US Healthcare ETF
IYH
+$2.73M
5
SLV icon
iShares Silver Trust
SLV
+$2.69M

Top Sells

1
+$11.5M
2
+$3.38M
3
+$3.19M
4
SVXY icon
ProShares Short VIX Short-Term Futures ETF
SVXY
+$2.86M
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$2.75M

Sector Composition

1 Real Estate 0.13%
2 Communication Services 0.01%
3 Technology 0%
4 Industrials 0%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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2 3 4 5
6