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
276
$474K 0.09%
3,414
277
$473K 0.09%
9,740
278
$472K 0.09%
1,540
+39
279
$471K 0.09%
16,815
-953
280
$461K 0.09%
6,738
-323
281
$460K 0.09%
10,294
282
$451K 0.09%
10,386
+774
283
$446K 0.08%
8,560
-10,630
284
$444K 0.08%
1,578
+137
285
$443K 0.08%
+7,645
286
$436K 0.08%
5,146
-260
287
$436K 0.08%
5,100
-192
288
$435K 0.08%
1,136
+70
289
$435K 0.08%
2,029
290
$431K 0.08%
9,945
291
$423K 0.08%
8,258
-526
292
$421K 0.08%
10,943
293
$417K 0.08%
7,880
+454
294
$415K 0.08%
909
+23
295
$414K 0.08%
3,980
-942
296
$413K 0.08%
2,741
+26
297
$413K 0.08%
7,840
-37
298
$410K 0.08%
23,791
-103
299
$409K 0.08%
2,332
-115
300
$408K 0.08%
28,247
-1,125
10 11
12
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