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
$469M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$824K
2
+$690K
3
+$654K
4
JHML icon
John Hancock Multifactor Large Cap ETF
JHML
+$640K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$630K

Top Sells

1
+$1.67M
2
+$856K
3
+$691K
4
AAPL icon
Apple
AAPL
+$555K
5
C icon
Citigroup
C
+$444K

Sector Composition

1 Technology 18.54%
2 Financials 9.4%
3 Consumer Discretionary 8.94%
4 Industrials 8.03%
5 Healthcare 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$582K 0.12%
4,503
-453
227
$580K 0.12%
9,020
-74
228
$580K 0.12%
5,148
-59
229
$576K 0.12%
3,759
-289
230
$570K 0.12%
4,199
-135
231
$570K 0.12%
11,940
-400
232
$568K 0.12%
12,157
+81
233
$564K 0.12%
1,024
+18
234
$556K 0.12%
11,040
-1,290
235
$546K 0.11%
5,688
-105
236
$543K 0.11%
4,004
-804
237
$540K 0.11%
3,699
-38
238
$533K 0.11%
12,106
+331
239
$531K 0.11%
3,565
-918
240
$528K 0.11%
9,884
-12
241
$526K 0.11%
25,421
-29
242
$523K 0.11%
+18,559
243
$523K 0.11%
30,969
-11,046
244
$522K 0.11%
30,573
+19,966
245
$520K 0.11%
5,363
-80
246
$519K 0.11%
6,781
-88
247
$519K 0.11%
65,013
-625
248
$518K 0.11%
22,317
249
$517K 0.11%
1,103
+20
250
$514K 0.11%
16,595
-218
8 9
10
11 12