IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
This Quarter Return
+3.35%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$95.1M
AUM Growth
+$95.1M
(-9.4%)
Cap. Flow
-$12.9M
Cap. Flow
% of AUM
-13.54%
Top 10 Holdings %
Top 10 Hldgs %
71.18%
Holding
67
New
4
Increased
8
Reduced
14
Closed
41
Top Buys
| 1 |
Invesco S&P 500 Downside Hedged ETF
PHDG
|
$7.05M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$3.26M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.07M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.81M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$2.07M |
Top Sells
| 1 |
SPXH
Janus Velocity Volatility Hedged Large Cap ETF
SPXH
|
$8.43M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$3.77M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$3.29M |
| 4 |
Vanguard Energy ETF
VDE
|
$3.05M |
| 5 |
First Trust Small Cap Value AlphaDEX Fund
FYT
|
$2.44M |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Real Estate | 0% |
| 3 | Technology | 0% |
| 4 | Utilities | 0% |
