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
326
$355K 0.07%
1,620
-4
327
$353K 0.07%
4,312
+92
328
$352K 0.07%
3,410
-98
329
$352K 0.07%
1,935
+149
330
$350K 0.07%
18,142
-75
331
$349K 0.07%
7,850
-1,000
332
$348K 0.07%
3,216
333
$343K 0.07%
1,450
334
$340K 0.06%
3,875
-550
335
$337K 0.06%
4,065
336
$336K 0.06%
+3,094
337
$334K 0.06%
1,079
+33
338
$331K 0.06%
1,634
+25
339
$330K 0.06%
8,153
340
$329K 0.06%
14,152
-1,949
341
$328K 0.06%
4,577
-77
342
$326K 0.06%
2,833
-37
343
$325K 0.06%
6,562
-2,257
344
$323K 0.06%
1,457
-62
345
$322K 0.06%
6,185
-413
346
$321K 0.06%
4,132
-1,559
347
$320K 0.06%
1,495
+275
348
$320K 0.06%
4,100
-1,000
349
$319K 0.06%
5,207
-43
350
$314K 0.06%
1,827
+25
12 13
14
15 16