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
$570M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$724K
3
+$542K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$507K
5
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$436K

Top Sells

1
+$2.58M
2
+$866K
3
+$768K
4
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$745K
5
DVY icon
iShares Select Dividend ETF
DVY
+$704K

Sector Composition

1 Technology 20.25%
2 Consumer Discretionary 9.82%
3 Financials 9.58%
4 Industrials 7.28%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$627K 0.11%
3,362
+149
227
$621K 0.11%
4,849
-1,357
228
$619K 0.11%
3,390
+226
229
$617K 0.11%
3,823
230
$613K 0.11%
3,865
+322
231
$613K 0.11%
28,196
-2,056
232
$608K 0.11%
10,671
233
$608K 0.11%
8,008
+284
234
$604K 0.11%
1,082
-34
235
$602K 0.11%
29,157
236
$599K 0.11%
7,179
-470
237
$597K 0.1%
10,941
238
$595K 0.1%
5,745
239
$591K 0.1%
11,981
240
$580K 0.1%
6,029
-470
241
$580K 0.1%
7,207
242
$574K 0.1%
2,354
243
$573K 0.1%
12,540
244
$571K 0.1%
26,927
245
$569K 0.1%
9,330
246
$568K 0.1%
14,206
247
$567K 0.1%
1,643
+147
248
$564K 0.1%
3,122
-78
249
$563K 0.1%
13,756
+340
250
$561K 0.1%
32,972
-24
8 9
10
11 12