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
276
$442K 0.09%
1,137
277
$441K 0.09%
8,253
+259
278
$438K 0.09%
5,633
+75
279
$435K 0.09%
4,024
+27
280
$426K 0.09%
8,771
-224
281
$423K 0.09%
4,660
-288
282
$422K 0.09%
1,055
-39
283
$419K 0.09%
2,858
-819
284
$419K 0.09%
1,296
-90
285
$416K 0.09%
2,896
-1,473
286
$416K 0.09%
11,806
287
$414K 0.09%
1,103
288
$411K 0.09%
1,940
-12
289
$411K 0.09%
6,664
-177
290
$405K 0.09%
7,944
+158
291
$405K 0.09%
9,834
+500
292
$402K 0.08%
8,616
-192
293
$402K 0.08%
4,793
-90
294
$399K 0.08%
5,276
-343
295
$399K 0.08%
2,942
-5
296
$399K 0.08%
5,345
-210
297
$398K 0.08%
3,997
-134
298
$393K 0.08%
1,160
+85
299
$391K 0.08%
3,043
-26
300
$389K 0.08%
3,039
-99
10 11
12
13 14