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
176
$436K 0.14%
48,527
-625
177
$429K 0.14%
16,179
-253
178
$424K 0.14%
10,912
-8,445
179
$417K 0.13%
11,143
180
$398K 0.13%
+10,991
181
$391K 0.12%
+8,749
182
$388K 0.12%
38,701
183
$378K 0.12%
15,360
184
$377K 0.12%
11,197
-122
185
$374K 0.12%
22,305
186
$368K 0.12%
29,115
187
$354K 0.11%
15,924
+210
188
$351K 0.11%
11,415
189
$341K 0.11%
19,287
+1,548
190
$332K 0.11%
20,748
191
$322K 0.1%
14,302
192
$319K 0.1%
11,077
193
$316K 0.1%
24,687
-2,201
194
$310K 0.1%
13,261
195
$293K 0.09%
10,500
+238
196
$291K 0.09%
+10,083
197
$291K 0.09%
22,366
198
$278K 0.09%
43,100
-1,100
199
$278K 0.09%
35,544
200
$272K 0.09%
10,778
+61
6 7
8
9 10