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
376
$297K 0.05%
17,041
377
$296K 0.05%
3,154
-104
378
$295K 0.05%
4,768
-83
379
$294K 0.05%
5,045
380
$294K 0.05%
4,032
381
$293K 0.05%
2,296
382
$291K 0.05%
1,030
-40
383
$291K 0.05%
1,777
384
$291K 0.05%
1,217
+144
385
$290K 0.05%
3,175
386
$287K 0.05%
3,624
387
$287K 0.05%
5,756
388
$285K 0.05%
972
389
$283K 0.05%
+4,644
390
$281K 0.05%
897
+32
391
$277K 0.05%
7,600
392
$277K 0.05%
1,339
393
$275K 0.05%
690
+159
394
$275K 0.05%
3,433
-470
395
$274K 0.05%
+1,399
396
$274K 0.05%
2,159
397
$274K 0.05%
11,759
398
$274K 0.05%
390
399
$273K 0.05%
23,867
400
$268K 0.05%
1,920
-200
14 15
16
17 18