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
326
$331K 0.07%
5,254
-74
327
$328K 0.07%
5,327
+87
328
$324K 0.07%
2,317
-19
329
$324K 0.07%
2,276
330
$323K 0.07%
4,528
-230
331
$322K 0.07%
5,038
-173
332
$322K 0.07%
1,591
333
$322K 0.07%
4,317
-150
334
$322K 0.07%
7,040
+410
335
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2,168
-206
336
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5,176
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337
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7,579
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338
$311K 0.07%
7,783
-1,665
339
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2,468
340
$307K 0.06%
563
341
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4,353
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342
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343
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344
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13,156
345
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17,262
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346
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4,746
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347
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8,770
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348
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21,893
-300
349
$292K 0.06%
16,001
-595
350
$290K 0.06%
20,150
12 13
14
15 16