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
276
$502K 0.09%
8,563
-172
277
$497K 0.09%
1,487
278
$495K 0.09%
16,794
279
$490K 0.09%
7,939
+966
280
$490K 0.09%
9,740
281
$488K 0.09%
4,026
-99
282
$488K 0.09%
7,907
-324
283
$480K 0.08%
19,386
+273
284
$473K 0.08%
8,041
+6
285
$470K 0.08%
561
+29
286
$468K 0.08%
2,980
-843
287
$466K 0.08%
7,189
-18
288
$465K 0.08%
10,943
289
$460K 0.08%
5,577
-57
290
$456K 0.08%
10,207
291
$452K 0.08%
2,311
292
$447K 0.08%
1,567
+87
293
$446K 0.08%
6,483
-305
294
$445K 0.08%
1,894
-1,001
295
$443K 0.08%
2,741
-112
296
$442K 0.08%
10,509
-60
297
$438K 0.08%
7,891
+1
298
$424K 0.07%
8,011
-188
299
$421K 0.07%
+42,500
300
$420K 0.07%
8,109
-61
10 11
12
13 14