IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
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
1
$17.3M 11.89%
102,832
+101,849
2
$17.1M 11.75%
159,311
-3,106
3
$7.3M 5.02%
114,461
-12,984
4
$7.13M 4.9%
194,502
+31,766
5
$5.77M 3.97%
166,064
-34,712
6
$5.21M 3.58%
81,615
+79,004
7
$4.95M 3.41%
81,685
+27,115
8
$4.94M 3.4%
109,180
+38,264
9
$4.93M 3.39%
46,203
-8,425
10
$4.9M 3.37%
116,576
+44,721
11
$4.86M 3.34%
119,141
+112,589
12
$4.85M 3.34%
226,845
+127,645
13
$4.84M 3.33%
245,900
+92,972
14
$4.82M 3.32%
102,355
+39,058
15
$4.77M 3.28%
101,656
+40,768
16
$4.33M 2.98%
135,273
-12,869
17
$4M 2.75%
83,506
-11,017
18
$3.79M 2.61%
65,984
-11,249
19
$3.47M 2.39%
138,777
-6,661
20
$2.91M 2%
34,485
+2,988
21
– –
0
22
$2.69M 1.85%
+128,861
23
$2.53M 1.74%
78,894
-17,573
24
$2.29M 1.57%
57,475
-80,077
25
$2.19M 1.51%
75,030
-5,112
1
2 3 4 5