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
$514M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.76M
3
+$2.46M
4
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$2.31M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$888K

Top Sells

1
+$3.11M
2
+$2.96M
3
+$2.08M
4
SSO icon
ProShares Ultra S&P500
SSO
+$1.87M
5
MVV icon
ProShares Ultra MidCap400
MVV
+$1.27M

Sector Composition

1 Technology 21.84%
2 Consumer Discretionary 9.32%
3 Financials 8.34%
4 Industrials 7.37%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$591K 0.11%
10,783
-257
227
$590K 0.11%
7,534
-92
228
$590K 0.11%
10,098
-123
229
$589K 0.11%
9,762
-157
230
$588K 0.11%
3,553
-12
231
$588K 0.11%
23,734
-125,556
232
$583K 0.11%
4,310
-100
233
$577K 0.11%
4,923
-225
234
$576K 0.11%
819
+11
235
$575K 0.11%
6,721
-60
236
$572K 0.11%
2,394
-11
237
$570K 0.11%
837
-92
238
$570K 0.11%
30,573
239
$559K 0.11%
11,978
-128
240
$556K 0.11%
2,497
-163
241
$556K 0.11%
42,850
242
$555K 0.11%
9,744
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243
$552K 0.11%
4,213
-144
244
$539K 0.1%
4,162
-37
245
$537K 0.1%
6,744
246
$530K 0.1%
7,132
-472
247
$525K 0.1%
11,997
+35
248
$518K 0.1%
63,848
-1,165
249
$516K 0.1%
3,859
-145
250
$515K 0.1%
1,156
+19
8 9
10
11 12