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
251
$510K 0.11%
242,833
252
$509K 0.11%
11,346
-4,190
253
$508K 0.11%
29,188
-184
254
$508K 0.11%
929
+101
255
$504K 0.11%
32,519
256
$498K 0.1%
24,158
-60
257
$497K 0.1%
11,962
258
$493K 0.1%
2,701
-239
259
$490K 0.1%
22,866
-267
260
$484K 0.1%
5,340
-863
261
$484K 0.1%
808
+92
262
$482K 0.1%
10,589
-200
263
$482K 0.1%
11,047
+360
264
$481K 0.1%
1,726
+123
265
$467K 0.1%
81,992
+4,372
266
$465K 0.1%
11,658
-708
267
$460K 0.1%
7,234
+148
268
$459K 0.1%
4,830
-97
269
$456K 0.1%
6,744
+54
270
$453K 0.1%
2,305
-10
271
$453K 0.1%
3,449
272
$447K 0.09%
10,145
273
$447K 0.09%
1,394
-93
274
$446K 0.09%
9,740
275
$443K 0.09%
10,311
+643
9 10
11
12 13