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
401
$243K 0.05%
+1,655
402
$239K 0.05%
4,176
403
$237K 0.05%
+4,576
404
$237K 0.05%
424
405
$236K 0.04%
2,063
-5
406
$235K 0.04%
+3,262
407
$233K 0.04%
2,050
-100
408
$232K 0.04%
2,613
-253
409
$231K 0.04%
8,100
-600
410
$231K 0.04%
5,939
-739
411
$230K 0.04%
+473
412
$226K 0.04%
+5,990
413
$226K 0.04%
6,690
-62
414
$226K 0.04%
10,813
-2,247
415
$226K 0.04%
2,090
-103
416
$223K 0.04%
3,053
-373
417
$223K 0.04%
686
+56
418
$222K 0.04%
6,782
419
$221K 0.04%
1,099
-90
420
$221K 0.04%
3,685
-1,482
421
$221K 0.04%
+8,137
422
$221K 0.04%
+4,382
423
$220K 0.04%
1,795
+180
424
$220K 0.04%
5,019
425
$219K 0.04%
2,882
-1,069
15 16
17
18 19