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
301
$419K 0.07%
985
+182
302
$417K 0.07%
11,432
-1,686
303
$415K 0.07%
23,431
-325
304
$412K 0.07%
2,830
-73
305
$411K 0.07%
5,064
-27
306
$410K 0.07%
2,841
-254
307
$407K 0.07%
7,749
-96
308
$407K 0.07%
4,979
-60
309
$406K 0.07%
5,100
+1,000
310
$406K 0.07%
1,827
+709
311
$406K 0.07%
8,757
-211
312
$399K 0.07%
9,250
+148
313
$399K 0.07%
6,248
-48
314
$394K 0.07%
3,217
315
$392K 0.07%
1,620
316
$390K 0.07%
2,739
317
$389K 0.07%
1,079
318
$388K 0.07%
2,604
319
$385K 0.07%
1,629
-400
320
$384K 0.07%
20,277
321
$380K 0.07%
3,031
322
$379K 0.07%
1,352
-110
323
$379K 0.07%
38,488
324
$375K 0.07%
39,159
325
$369K 0.06%
2,897
11 12
13
14 15