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
276
$490K 0.09%
15,982
+5,596
277
$485K 0.09%
8,735
-20
278
$482K 0.08%
1,487
279
$482K 0.08%
19,113
+3,432
280
$481K 0.08%
13,118
-839
281
$480K 0.08%
4,600
282
$480K 0.08%
2,029
283
$479K 0.08%
7,871
-9
284
$476K 0.08%
8,199
-59
285
$475K 0.08%
6,788
+50
286
$472K 0.08%
7,968
+435
287
$469K 0.08%
10,569
-91
288
$467K 0.08%
2,853
+112
289
$467K 0.08%
6,973
+3,085
290
$465K 0.08%
532
+35
291
$465K 0.08%
7,890
-300
292
$463K 0.08%
1,610
+32
293
$463K 0.08%
10,207
-87
294
$460K 0.08%
9,945
295
$460K 0.08%
5,039
-61
296
$447K 0.08%
3,095
+196
297
$447K 0.08%
886
-23
298
$441K 0.08%
2,311
-21
299
$432K 0.08%
1,480
+180
300
$432K 0.08%
23,756
-35
10 11
12
13 14