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
$117M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.09M
3
+$2.61M
4
IYE icon
iShares US Energy ETF
IYE
+$397K
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$245K

Top Sells

1
+$5.52M
2
+$4.58M
3
+$4.31M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.84M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.56M

Sector Composition

1 Real Estate 0.08%
2 Communication Services 0.01%
3 Utilities 0%
4 Technology 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26M 22.25%
138,924
-23,060
2
$13.3M 11.43%
123,697
-13,368
3
$6.3M 5.4%
152,073
+117,917
4
$5.98M 5.12%
88,329
-14,047
5
$4.14M 3.54%
61,592
-11,270
6
$4.09M 3.5%
+125,414
7
$3.89M 3.33%
95,142
-7,888
8
$3.6M 3.08%
76,134
+5,178
9
$3.38M 2.9%
82,532
-15,170
10
$3.12M 2.67%
72,413
-52,125
11
$3.1M 2.65%
102,050
-16,770
12
$2.99M 2.56%
49,175
-9,277
13
$2.61M 2.23%
+59,624
14
$2.49M 2.13%
33,604
-881
15
$2.38M 2.04%
13,904
-1,503
16
$2.31M 1.97%
45,209
+7,787
17
$2.29M 1.96%
27,097
-2,071
18
$2.29M 1.96%
116,611
+4,829
19
$2.25M 1.93%
98,932
+9,548
20
$2.21M 1.9%
89,930
+6,840
21
$2.07M 1.78%
108,938
-6,747
22
$1.73M 1.48%
58,308
-5,156
23
$1.65M 1.41%
10,056
-2,098
24
$1.33M 1.14%
22,786
-745
25
$1.33M 1.14%
36,482
-70,482
1
2 3 4