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
$314M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.18M
3
+$1.63M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.22M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.13M

Top Sells

1
+$3.34M
2
+$3.1M
3
+$3.02M
4
BMVP icon
Invesco Bloomberg MVP Multi-factor ETF
BMVP
+$2.74M
5
PWO
POWER SHARES ETF DYNAMIC OTC
PWO
+$2.4M

Sector Composition

1 Technology 16.66%
2 Financials 9.68%
3 Industrials 6.29%
4 Communication Services 4.91%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.5M 4.92%
61,914
+1,206
2
$10.2M 3.25%
220,320
-420
3
$7.66M 2.44%
77,516
+438
4
$6.35M 2.02%
23,385
+4,178
5
$6.21M 1.98%
22,737
+80
6
$6.03M 1.92%
54,465
+31,625
7
$6.02M 1.92%
24,719
+45
8
$5.9M 1.88%
42,000
+2,731
9
$5.47M 1.74%
921,520
+480
10
$5.4M 1.72%
16,081
-704
11
$5.33M 1.7%
27,383
+479
12
$4.41M 1.41%
90,360
-41
13
$3.98M 1.27%
47,908
-552
14
$3.7M 1.18%
131,463
-826
15
$3.61M 1.15%
32,739
+242
16
$3.18M 1.01%
132,074
+14,580
17
$3.08M 0.98%
42,042
-477
18
$3M 0.95%
22,262
+7,502
19
$2.88M 0.92%
21,642
+104
20
$2.86M 0.91%
299,704
-2,320
21
$2.82M 0.9%
40,200
+9,529
22
$2.81M 0.9%
25,024
+14,502
23
$2.79M 0.89%
15,164
+821
24
$2.73M 0.87%
484,565
+17,504
25
$2.71M 0.86%
125,196
+9,180
1
2 3 4 5