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
$52.6M
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.85M
3
+$1.48M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.16M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$597K

Top Sells

1
+$8.16M
2
+$3.76M
3
+$2.47M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.73M
5
GQRE icon
FlexShares Global Quality Real Estate Index Fund
GQRE
+$1.6M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.02M 9.54%
45,842
-10,040
2
$4.18M 7.94%
21,795
-42,585
3
$4.12M 7.83%
104,158
+1,920
4
$3.11M 5.91%
77,128
-8,348
5
$2.92M 5.56%
+48,390
6
$2.85M 5.41%
+57,518
7
$2.82M 5.36%
103,224
-7,852
8
$2.36M 4.49%
49,417
-9,332
9
$2.34M 4.44%
21,666
+2,651
10
$1.98M 3.76%
37,399
+9,475
11
$1.97M 3.75%
38,131
+10,949
12
$1.94M 3.69%
74,622
+22,922
13
$1.76M 3.34%
39,290
-9,521
14
$1.69M 3.21%
42,794
-26,271
15
$1.62M 3.07%
30,819
-7,022
16
$1.51M 2.88%
28,039
-29,599
17
$1.48M 2.81%
+15,292
18
$1.39M 2.64%
33,054
-7,356
19
$1.38M 2.62%
25,705
+812
20
$1.22M 2.32%
15,160
+4,143
21
$1.16M 2.21%
+9,492
22
$1.11M 2.1%
22,494
-5,235
23
$1.06M 2.01%
12,675
-20,774
24
$763K 1.45%
4,341
-8,352
25
$342K 0.65%
4,637
-21,348
1
2