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
351
$322K 0.06%
192
+20
352
$322K 0.06%
7,081
+56
353
$322K 0.06%
14,152
354
$321K 0.06%
4,000
355
$321K 0.06%
6,690
356
$320K 0.06%
16,189
357
$319K 0.06%
7,483
-121
358
$319K 0.06%
4,516
359
$317K 0.06%
6,273
-57
360
$316K 0.06%
1,339
+55
361
$315K 0.06%
1,430
-219
362
$312K 0.05%
1,495
363
$311K 0.05%
1,557
-64
364
$310K 0.05%
1,160
-154
365
$309K 0.05%
+11,982
366
$309K 0.05%
1,998
367
$307K 0.05%
5,137
-70
368
$306K 0.05%
2,740
-131
369
$305K 0.05%
10,299
370
$304K 0.05%
4,552
+401
371
$303K 0.05%
4,396
372
$302K 0.05%
13,189
373
$302K 0.05%
9,686
374
$301K 0.05%
6,245
-27
375
$300K 0.05%
2,551
13 14
15
16 17