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
251
$528K 0.1%
1,116
+8
252
$525K 0.1%
3,823
-46
253
$525K 0.1%
+7,724
254
$515K 0.1%
5,778
255
$511K 0.1%
8,755
-111
256
$506K 0.1%
13,957
-280
257
$506K 0.1%
3,213
-368
258
$505K 0.1%
2,683
259
$503K 0.1%
7,597
-113
260
$501K 0.1%
8,239
-22
261
$501K 0.1%
8,980
-1,441
262
$497K 0.09%
10,660
-100
263
$496K 0.09%
5,536
-2,186
264
$495K 0.09%
7,662
-278
265
$494K 0.09%
1,496
-243
266
$492K 0.09%
2,058
-83
267
$491K 0.09%
1,487
-150
268
$491K 0.09%
8,190
-333
269
$490K 0.09%
7,207
-47
270
$488K 0.09%
4,218
+5
271
$487K 0.09%
2,586
+150
272
$486K 0.09%
3,434
-53
273
$483K 0.09%
22,714
+2,633
274
$481K 0.09%
5,745
-54
275
$474K 0.09%
7,364
+324
9 10
11
12 13