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
351
$329K 0.06%
7,604
+34
352
$329K 0.06%
3,503
+1
353
$328K 0.06%
13,189
-16
354
$328K 0.06%
2,335
+540
355
$327K 0.06%
2,753
+318
356
$319K 0.06%
6,330
-46
357
$318K 0.06%
4,396
+559
358
$317K 0.06%
5,207
359
$316K 0.06%
3,903
-18
360
$315K 0.06%
5,045
361
$315K 0.06%
14,152
362
$314K 0.06%
2,658
-64
363
$314K 0.06%
1,284
364
$313K 0.06%
+2,992
365
$312K 0.05%
2,551
366
$310K 0.05%
449
367
$309K 0.05%
1,390
-60
368
$308K 0.05%
11,865
369
$308K 0.05%
1,495
370
$308K 0.05%
5,802
-98
371
$308K 0.05%
3,858
-1,678
372
$306K 0.05%
5,756
-429
373
$301K 0.05%
6,272
374
$300K 0.05%
17,041
-18
375
$299K 0.05%
1,339
-118
13 14
15
16 17