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
251
$554K 0.1%
37,025
+3,954
252
$553K 0.1%
26,927
253
$550K 0.1%
32,852
-120
254
$547K 0.1%
8,978
+1,010
255
$542K 0.1%
7,744
+7
256
$535K 0.09%
7,656
257
$533K 0.09%
7,871
258
$533K 0.09%
5,251
-20
259
$532K 0.09%
6,869
-300
260
$527K 0.09%
2,807
+85
261
$525K 0.09%
14,401
+645
262
$524K 0.09%
3,349
-516
263
$523K 0.09%
2,331
-23
264
$522K 0.09%
4,127
+1,374
265
$522K 0.09%
3,929
-74
266
$522K 0.09%
26,372
267
$521K 0.09%
1,964
-84
268
$520K 0.09%
11,315
+1,370
269
$517K 0.09%
2,586
270
$513K 0.09%
5,678
271
$512K 0.09%
3,404
272
$508K 0.09%
8,356
+132
273
$508K 0.09%
7,697
+100
274
$506K 0.09%
9,309
+4,423
275
$502K 0.09%
10,941
9 10
11
12 13