IFWM

Institute for Wealth Management Portfolio holdings

AUM $960M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$968K
2
+$551K
3
+$525K
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$443K
5
AMZN icon
Amazon
AMZN
+$418K

Top Sells

1
+$2.93M
2
+$2.33M
3
+$1.43M
4
QLD icon
ProShares Ultra QQQ
QLD
+$927K
5
SSO icon
ProShares Ultra S&P500
SSO
+$868K

Sector Composition

1 Technology 18.93%
2 Consumer Discretionary 9.86%
3 Financials 9.6%
4 Industrials 7.71%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$587K 0.11%
1,902
+274
227
$586K 0.11%
6,499
-625
228
$586K 0.11%
14,206
+1,001
229
$584K 0.11%
13,416
+169
230
$583K 0.11%
29,157
-316
231
$576K 0.11%
9,189
+811
232
$575K 0.11%
7,649
-807
233
$574K 0.11%
3,144
-117
234
$574K 0.11%
10,941
235
$573K 0.11%
7,460
-2,057
236
$572K 0.11%
11,496
-104
237
$572K 0.11%
9,330
+65
238
$567K 0.11%
11,981
239
$564K 0.11%
4,425
-621
240
$564K 0.11%
3,164
-787
241
$561K 0.11%
12,540
242
$554K 0.11%
3,200
-1,396
243
$551K 0.1%
+4,200
244
$549K 0.1%
7,626
+122
245
$549K 0.1%
8,960
-40
246
$541K 0.1%
2,860
-744
247
$537K 0.1%
3,543
248
$536K 0.1%
32,996
-72
249
$536K 0.1%
7,581
+91
250
$534K 0.1%
26,372
8 9
10
11 12