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
351
$287K 0.06%
2,030
-33
352
$285K 0.06%
1,294
-45
353
$284K 0.06%
2,772
+228
354
$284K 0.06%
6,738
355
$284K 0.06%
6,116
-3,812
356
$284K 0.06%
5,735
-41
357
$283K 0.06%
2,826
-2,128
358
$281K 0.06%
+4,481
359
$281K 0.06%
12,768
-761
360
$275K 0.06%
3,208
+4
361
$273K 0.06%
2,264
+127
362
$273K 0.06%
4,406
363
$271K 0.06%
4,126
-17
364
$267K 0.06%
7,000
-248
365
$266K 0.06%
5,681
366
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2,609
-4
367
$264K 0.06%
1,838
368
$264K 0.06%
2,970
369
$264K 0.06%
11,603
-82
370
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1,938
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371
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363
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372
$257K 0.05%
13,481
-671
373
$256K 0.05%
+10,300
374
$256K 0.05%
924
-67
375
$256K 0.05%
3,094
+4
13 14
15
16 17