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
326
$376K 0.07%
3,031
-130
327
$373K 0.07%
18,117
-25
328
$373K 0.07%
1,079
329
$370K 0.07%
1,070
+40
330
$370K 0.07%
3,217
+1
331
$367K 0.06%
4,370
+58
332
$359K 0.06%
3,181
+87
333
$359K 0.06%
2,159
+224
334
$356K 0.06%
1,649
+15
335
$353K 0.06%
4,516
-61
336
$350K 0.06%
3,000
-600
337
$348K 0.06%
2,101
+165
338
$345K 0.06%
2,871
+664
339
$343K 0.06%
1,838
340
$342K 0.06%
8,153
341
$338K 0.06%
4,932
342
$336K 0.06%
4,000
-65
343
$335K 0.06%
+2,600
344
$335K 0.06%
3,258
-722
345
$335K 0.06%
7,025
-47
346
$334K 0.06%
9,686
347
$333K 0.06%
2,296
-60
348
$332K 0.06%
4,100
349
$330K 0.06%
10,299
350
$330K 0.06%
803
+87
12 13
14
15 16