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
$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
126
$809K 0.26%
12,935
-748
127
$784K 0.25%
10,084
-11
128
$777K 0.25%
27,161
-1,471
129
$777K 0.25%
20,771
+1,776
130
$768K 0.24%
23,434
+3,533
131
$756K 0.24%
13,119
-620
132
$753K 0.24%
19,151
+485
133
$731K 0.23%
16,725
+40
134
$719K 0.23%
15,088
+7
135
$705K 0.22%
16,823
-220
136
$697K 0.22%
14,113
-70
137
$693K 0.22%
10,544
-25
138
$692K 0.22%
42,059
+17,443
139
$689K 0.22%
18,996
-43
140
$688K 0.22%
1,310
+8
141
$683K 0.22%
21,179
-992
142
$674K 0.21%
22,678
-770
143
$667K 0.21%
18,655
+127
144
$661K 0.21%
11,940
+99
145
$631K 0.2%
13,590
-499
146
$623K 0.2%
10,821
+399
147
$621K 0.2%
14,982
+2,629
148
$610K 0.19%
12,333
-55
149
$604K 0.19%
11,837
+666
150
$600K 0.19%
12,018
-156
4 5
6
7 8