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
201
$257K 0.08%
27,432
-305
202
$255K 0.08%
11,664
-55
203
$250K 0.08%
44,204
+16,905
204
$248K 0.08%
32,953
+12,625
205
$245K 0.08%
12,702
-144
206
$234K 0.07%
9,765
+21
207
$221K 0.07%
+6,359
208
$209K 0.07%
12,893
209
$207K 0.07%
21,756
210
– –
-11,040
211
– –
-119,576
212
– –
-10,315
213
– –
-22,990
214
– –
-23,641
215
– –
-63,472
216
– –
-26,344
217
– –
-43,776
218
– –
-30,696
219
– –
-63,860
220
– –
-10,705
221
– –
0
222
– –
-14,000
223
– –
-9,631
224
– –
-3,990
225
– –
-6,769
7 8
9
10 11