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
301
$408K 0.08%
4,600
302
$403K 0.08%
38,488
303
$402K 0.08%
1,462
+547
304
$401K 0.08%
28,174
+1,653
305
$401K 0.08%
39,204
-137
306
$396K 0.08%
8,879
-2,240
307
$394K 0.07%
939
+128
308
$394K 0.07%
6,151
-553
309
$393K 0.07%
2,899
+57
310
$384K 0.07%
+16,189
311
$383K 0.07%
1,838
312
$383K 0.07%
20,277
313
$381K 0.07%
15,681
+978
314
$375K 0.07%
497
+203
315
$373K 0.07%
3,161
+52
316
$372K 0.07%
3,600
-1,274
317
$371K 0.07%
2,739
-15
318
$368K 0.07%
7,533
+2,377
319
$365K 0.07%
7,570
-118
320
$363K 0.07%
15,987
-1,650
321
$362K 0.07%
7,072
+6
322
$360K 0.07%
1,300
+153
323
$359K 0.07%
2,604
-53
324
$357K 0.07%
+1,642
325
$357K 0.07%
8,456
-388
11 12
13
14 15