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
351
$311K 0.06%
9,686
-100
352
$310K 0.06%
1,936
-139
353
$310K 0.06%
13,205
-49
354
$304K 0.06%
10,299
355
$303K 0.06%
4,874
-68
356
$301K 0.06%
2,551
357
$297K 0.06%
2,103
-338
358
$297K 0.06%
6,376
-36
359
$296K 0.06%
1,736
+477
360
$295K 0.06%
5,045
361
$295K 0.06%
7,774
+390
362
$295K 0.06%
2,356
+160
363
$294K 0.06%
4,932
-97
364
$290K 0.06%
17,059
365
$288K 0.05%
1,030
-47
366
$288K 0.05%
3,921
-725
367
$286K 0.05%
2,120
368
$284K 0.05%
3,624
-180
369
$282K 0.05%
3,709
-45
370
$281K 0.05%
7,020
-559
371
$280K 0.05%
1,284
+155
372
$278K 0.05%
5,973
-998
373
$277K 0.05%
+449
374
$275K 0.05%
6,272
375
$272K 0.05%
5,900
-129
13 14
15
16 17