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
251
$515K 0.1%
1,684
-42
252
$510K 0.1%
3,305
+409
253
$507K 0.1%
2,661
-40
254
$504K 0.1%
3,628
-71
255
$501K 0.1%
25,171
-250
256
$499K 0.1%
8,609
+402
257
$496K 0.09%
5,688
258
$494K 0.09%
79,701
-2,291
259
$494K 0.09%
1,356
-38
260
$493K 0.09%
11,290
-650
261
$492K 0.09%
16,332
-263
262
$491K 0.09%
23,613
-545
263
$490K 0.09%
+2,756
264
$489K 0.09%
11,763
+6,243
265
$481K 0.09%
2,124
-181
266
$476K 0.09%
32,394
-125
267
$472K 0.09%
2,837
-21
268
$457K 0.09%
43,444
+9,602
269
$454K 0.09%
5,633
270
$448K 0.09%
4,410
-930
271
$445K 0.09%
3,449
272
$443K 0.08%
9,740
273
$443K 0.08%
11,596
-210
274
$443K 0.08%
+24,830
275
$443K 0.08%
10,145
9 10
11
12 13