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
401
$265K 0.05%
5,034
-1,528
402
$264K 0.05%
3,683
+421
403
$261K 0.05%
2,100
+50
404
$261K 0.05%
7,136
+10
405
$261K 0.05%
3,555
406
$260K 0.05%
833
407
$260K 0.05%
6,386
-634
408
$260K 0.05%
8,134
-3
409
$259K 0.05%
2,613
410
$259K 0.05%
10,802
-11
411
$258K 0.05%
+6,024
412
$258K 0.05%
1,145
413
$256K 0.04%
5,291
-87
414
$254K 0.04%
3,024
-1,108
415
$252K 0.04%
5,446
416
$251K 0.04%
+1,386
417
$251K 0.04%
4,176
418
$251K 0.04%
7,528
419
$249K 0.04%
2,137
-6,043
420
$249K 0.04%
1,118
+105
421
$248K 0.04%
7,250
-770
422
$244K 0.04%
5,402
-571
423
$242K 0.04%
3,281
-65
424
$241K 0.04%
+1,314
425
$241K 0.04%
4,482
+100
15 16
17
18 19