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
251
$561K 0.1%
4,003
-422
252
$557K 0.1%
1,136
253
$555K 0.1%
2,683
254
$553K 0.1%
2,048
-10
255
$552K 0.1%
5,271
-409
256
$552K 0.1%
5,678
-100
257
$547K 0.1%
1,027
+88
258
$546K 0.1%
1,495
-45
259
$545K 0.1%
26,372
260
$542K 0.1%
+3,908
261
$537K 0.09%
3,399
-15
262
$535K 0.09%
8,224
+860
263
$535K 0.09%
2,722
-138
264
$528K 0.09%
8,960
265
$527K 0.09%
7,656
-6
266
$522K 0.09%
4,125
-93
267
$514K 0.09%
2,586
268
$512K 0.09%
7,597
269
$508K 0.09%
16,794
-21
270
$507K 0.09%
8,035
-945
271
$504K 0.09%
3,404
-30
272
$502K 0.09%
33,071
+4,897
273
$495K 0.09%
5,634
-1,826
274
$494K 0.09%
9,740
275
$493K 0.09%
8,231
-8
9 10
11
12 13