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
301
$431K 0.08%
5,091
-55
302
$429K 0.08%
39,159
-45
303
$429K 0.08%
2,903
+800
304
$424K 0.07%
7,845
+5
305
$424K 0.07%
1,462
306
$415K 0.07%
2,035
+393
307
$412K 0.07%
3,371
+1,309
308
$411K 0.07%
10,943
309
$410K 0.07%
2,604
310
$408K 0.07%
38,488
311
$406K 0.07%
8,968
-16,970
312
$402K 0.07%
16,612
+625
313
$399K 0.07%
+4,163
314
$398K 0.07%
6,296
+145
315
$397K 0.07%
8,170
-286
316
$397K 0.07%
865
+179
317
$394K 0.07%
2,739
318
$391K 0.07%
20,277
319
$388K 0.07%
9,102
+1,328
320
$385K 0.07%
28,247
321
$384K 0.07%
1,620
322
$383K 0.07%
16,189
323
$383K 0.07%
3,410
324
$379K 0.07%
7,612
-1,267
325
$378K 0.07%
2,897
+64
11 12
13
14 15