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
376
$298K 0.05%
7,002
+598
377
$298K 0.05%
2,120
378
$296K 0.05%
23,867
-47
379
$294K 0.05%
4,032
-65
380
$294K 0.05%
4,851
-23
381
$293K 0.05%
3,624
382
$291K 0.05%
1,777
-50
383
$291K 0.05%
+11,350
384
$289K 0.05%
3,175
-700
385
$285K 0.05%
1,073
+267
386
$281K 0.05%
1,839
+184
387
$281K 0.05%
972
+38
388
$280K 0.05%
+4,151
389
$280K 0.05%
6,690
390
$274K 0.05%
1,621
-115
391
$273K 0.05%
3,709
392
$273K 0.05%
2,298
+73
393
$271K 0.05%
11,759
-17
394
$270K 0.05%
+978
395
$269K 0.05%
1,998
396
$269K 0.05%
390
-34
397
$268K 0.05%
+172
398
$267K 0.05%
531
+58
399
$267K 0.05%
1,611
+300
400
$267K 0.05%
4,886
+806
14 15
16
17 18