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
$567M
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$650K
3
+$421K
4
PARA
Paramount Global Class B
PARA
+$390K
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$359K

Top Sells

1
+$3.59M
2
+$1.3M
3
+$912K
4
MSFT icon
Microsoft
MSFT
+$513K
5
APD icon
Air Products & Chemicals
APD
+$463K

Sector Composition

1 Technology 20.36%
2 Consumer Discretionary 9.98%
3 Financials 9.79%
4 Industrials 6.96%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$631K 0.11%
10,771
+127
227
$620K 0.11%
28,657
-500
228
$618K 0.11%
7,689
-139
229
$613K 0.11%
1,136
230
$613K 0.11%
4,799
-50
231
$607K 0.11%
7,674
-365
232
$605K 0.11%
1,495
233
$601K 0.11%
7,081
-98
234
$597K 0.1%
1,045
+159
235
$592K 0.1%
6,981
+3,610
236
$592K 0.1%
23,330
+7,348
237
$589K 0.1%
9,330
238
$589K 0.1%
7,541
239
$585K 0.1%
23,133
240
$584K 0.1%
8,222
241
$584K 0.1%
4,600
242
$578K 0.1%
12,540
243
$577K 0.1%
3,399
244
$571K 0.1%
5,801
+1,638
245
$569K 0.1%
11,975
-6
246
$569K 0.1%
3,244
-58
247
$568K 0.1%
8,976
-728
248
$566K 0.1%
14,206
249
$560K 0.1%
3,233
+111
250
$558K 0.1%
5,922
-107
8 9
10
11 12