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
$105M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.48M
3
+$2.13M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$532K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$492K

Top Sells

1
+$4.29M
2
+$3.82M
3
+$2.04M
4
SLV icon
iShares Silver Trust
SLV
+$1.83M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.23M

Sector Composition

1 Real Estate 0.09%
2 Communication Services 0.01%
3 Technology 0.01%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.2M 23.02%
122,413
-19,318
2
$9.59M 9.13%
87,876
-39,301
3
$8.43M 8.03%
282,453
+116,670
4
$5.62M 5.35%
77,843
-8,983
5
$4.04M 3.84%
44,167
+40,938
6
$3.93M 3.74%
93,544
-6,626
7
$3.77M 3.59%
58,811
-10,262
8
$3.29M 3.14%
79,265
-10,998
9
$3.21M 3.06%
71,193
-7,126
10
$3.17M 3.02%
30,567
-5,985
11
$3.05M 2.9%
22,953
-3,318
12
$2.84M 2.71%
60,380
-10,338
13
$2.76M 2.63%
49,647
-4,479
14
$2.69M 2.56%
31,774
+5,823
15
$2.52M 2.4%
60,188
-9,478
16
$2.44M 2.32%
80,741
-67,478
17
$2.17M 2.07%
11,973
+1,527
18
$2.14M 2.04%
74,366
+18,482
19
$2.13M 2.03%
+41,482
20
$1.94M 1.85%
11,375
-301
21
$1.34M 1.28%
20,934
-2,166
22
$1.34M 1.27%
33,620
-3,437
23
$1.32M 1.26%
64,919
-4,936
24
$1.31M 1.25%
26,112
-2,118
25
$1.27M 1.21%
23,929
-1,463
1
2 3