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
301
$388K 0.08%
1,157
+128
302
$385K 0.08%
+7,057
303
$381K 0.08%
9,217
+704
304
$379K 0.08%
4,600
305
$379K 0.08%
11,852
-834
306
$377K 0.08%
1,970
-47
307
$376K 0.08%
3,534
+372
308
$375K 0.08%
2,377
+65
309
$373K 0.08%
26,689
310
$372K 0.08%
3,452
+23
311
$369K 0.08%
5,445
-1,128
312
$369K 0.08%
9,365
-203
313
$368K 0.08%
10,932
-3,670
314
$362K 0.08%
10,868
315
$360K 0.08%
13,611
-5,646
316
$357K 0.08%
4,283
-47
317
$356K 0.07%
8,273
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318
$356K 0.07%
33,842
-32
319
$350K 0.07%
7,500
-181
320
$348K 0.07%
5,215
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321
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1,061
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322
$342K 0.07%
2,015
-266
323
$341K 0.07%
26,838
-89
324
$337K 0.07%
+3,523
325
$333K 0.07%
10,506
-17
11 12
13
14 15