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
151
$587K 0.19%
+14,648
152
$581K 0.19%
10,753
-120
153
$569K 0.18%
25,355
154
$568K 0.18%
11,521
+289
155
$567K 0.18%
14,817
+335
156
$551K 0.18%
13,706
+3,352
157
$542K 0.17%
+10,402
158
$541K 0.17%
11,634
+519
159
$532K 0.17%
27,157
+50
160
$526K 0.17%
16,284
-573
161
$518K 0.17%
19,248
+1,117
162
$512K 0.16%
10,664
+39
163
$506K 0.16%
31,015
-2,000
164
$504K 0.16%
15,851
+865
165
$504K 0.16%
78,415
-1,359
166
$497K 0.16%
10,425
-112
167
$495K 0.16%
22,224
-213
168
$490K 0.16%
17,645
-388
169
$483K 0.15%
15,422
+227
170
$482K 0.15%
24,125
-56
171
$479K 0.15%
11,109
-57
172
$464K 0.15%
16,652
-673
173
$462K 0.15%
13,140
-97
174
$456K 0.15%
19,749
+2,559
175
$452K 0.14%
10,399
+393
5 6
7
8 9