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
$67M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$2.41M
3
+$2.15M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.13M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.18M

Top Sells

1
+$3.11M
2
+$1.66M
3
+$878K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$704K
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$665K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 20.72%
68,058
+46,263
2
$6.48M 9.68%
155,017
+50,859
3
$5.54M 8.27%
85,776
+37,386
4
$3.29M 4.92%
30,506
-15,336
5
$2.97M 4.43%
15,867
+11,526
6
$2.67M 3.98%
62,214
+19,420
7
$2.44M 3.65%
90,836
-12,388
8
$2.36M 3.53%
47,289
-2,128
9
$1.97M 2.94%
18,660
-3,006
10
$1.92M 2.86%
39,446
-18,072
11
$1.77M 2.64%
37,451
-1,839
12
$1.55M 2.31%
29,390
-1,429
13
$1.46M 2.18%
14,761
-531
14
$1.38M 2.05%
31,120
-1,934
15
$1.36M 2.03%
23,889
-4,150
16
$1.34M 2%
26,494
-11,637
17
$1.27M 1.9%
24,087
-13,312
18
$1.26M 1.88%
48,872
-25,750
19
$1.25M 1.86%
21,964
-3,741
20
$1.23M 1.83%
9,232
-260
21
$1.23M 1.83%
24,575
+2,081
22
$1.18M 1.76%
+23,321
23
$1.15M 1.71%
+54,782
24
$1.14M 1.7%
+14,516
25
$999K 1.49%
+23,013
1
2