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
276
$442K 0.08%
5,345
277
$434K 0.08%
4,775
-55
278
$434K 0.08%
10,644
-1,014
279
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281
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282
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283
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285
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286
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287
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288
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290
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291
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292
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294
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296
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298
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300
$386K 0.07%
1,087
+26
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