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
326
$369K 0.06%
27,769
-478
327
$369K 0.06%
3,320
-90
328
$366K 0.06%
18,117
329
$365K 0.06%
1,838
330
$364K 0.06%
2,524
+685
331
$364K 0.06%
7,107
+105
332
$363K 0.06%
8,758
+605
333
$361K 0.06%
7,556
-56
334
$361K 0.06%
4,964
+594
335
$359K 0.06%
+9,581
336
$359K 0.06%
3,477
+485
337
$342K 0.06%
3,131
-50
338
$341K 0.06%
13,677
+2,327
339
$341K 0.06%
959
+384
340
$337K 0.06%
4,002
+319
341
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4,932
342
$334K 0.06%
2,473
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343
$334K 0.06%
3,762
-96
344
$332K 0.06%
3,504
+1
345
$332K 0.06%
16,172
-440
346
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443
-6
347
$325K 0.06%
3,000
348
$323K 0.06%
2,631
-27
349
$323K 0.06%
1,966
-135
350
$322K 0.06%
11,865
12 13
14
15 16