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
376
$270K 0.05%
7,126
-220
377
$270K 0.05%
23,914
-141
378
$269K 0.05%
3,555
-32
379
$267K 0.05%
4,097
-30
380
$265K 0.05%
8,020
-216
381
$264K 0.05%
1,998
382
$262K 0.05%
+934
383
$262K 0.05%
4,305
+10
384
$261K 0.05%
+2,435
385
$261K 0.05%
+2,207
386
$259K 0.05%
2,722
387
$259K 0.05%
5,378
-597
388
$259K 0.05%
2,062
-5
389
$257K 0.05%
+3,502
390
$257K 0.05%
11,776
-51
391
$256K 0.05%
+11,865
392
$254K 0.05%
5,446
393
$253K 0.05%
+716
394
$251K 0.05%
833
-85
395
$250K 0.05%
+3,888
396
$249K 0.05%
2,225
+211
397
$249K 0.05%
3,346
-70
398
$245K 0.05%
1,860
-750
399
$245K 0.05%
+1,145
400
$245K 0.05%
3,837
-869
14 15
16
17 18