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
$514M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.76M
3
+$2.46M
4
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$2.31M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$888K

Top Sells

1
+$3.11M
2
+$2.96M
3
+$2.08M
4
SSO icon
ProShares Ultra S&P500
SSO
+$1.87M
5
MVV icon
ProShares Ultra MidCap400
MVV
+$1.27M

Sector Composition

1 Technology 21.84%
2 Consumer Discretionary 9.32%
3 Financials 8.34%
4 Industrials 7.37%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$266K 0.05%
+14,812
377
$262K 0.05%
7,496
-40
378
$261K 0.05%
+27,713
379
$260K 0.05%
562
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380
$259K 0.05%
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381
$258K 0.05%
4,176
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382
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10,300
383
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2,901
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384
$254K 0.05%
2,609
385
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3,000
386
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12,327
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387
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388
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363
389
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873
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390
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+1,951
391
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1,631
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392
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2,482
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393
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395
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6,689
396
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+1,657
397
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4,508
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398
$235K 0.04%
2,501
+2
399
$232K 0.04%
3,245
+141
400
$232K 0.04%
1,224
+37
14 15
16
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