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
State Street Financial Select Sector SPDR ETF
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
376
$255K 0.05%
2,697
+13
377
$252K 0.05%
9,050
-150
378
$250K 0.05%
8,055
-3,492
379
$248K 0.05%
7,536
+70
380
$246K 0.05%
1,820
-162
381
$246K 0.05%
3,000
382
$245K 0.05%
6,689
-93
383
$243K 0.05%
12,418
+1,058
384
$243K 0.05%
4,862
-245
385
$241K 0.05%
1,821
386
$239K 0.05%
4,550
-406
387
$239K 0.05%
5,289
+415
388
$238K 0.05%
5,851
-157
389
$237K 0.05%
2,424
-98
390
$237K 0.05%
12,825
-88
391
$237K 0.05%
13,114
-83
392
$234K 0.05%
24,729
-21,987
393
$234K 0.05%
+2,517
394
$232K 0.05%
41,584
+3,040
395
$228K 0.05%
1,442
+68
396
$225K 0.05%
+3,229
397
$225K 0.05%
3,106
-105
398
$223K 0.05%
6,996
-1,075
399
$219K 0.05%
+3,326
400
$218K 0.05%
1,187
-46
14 15
16
17 18