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
401
$266K 0.05%
3,644
-65
402
$266K 0.05%
5,697
-105
403
$265K 0.05%
7,250
404
$264K 0.05%
2,298
405
$264K 0.05%
2,321
-100
406
$259K 0.05%
3,281
407
$258K 0.05%
2,100
408
$256K 0.04%
872
+39
409
$256K 0.04%
6,024
410
$256K 0.04%
5,292
+1
411
$253K 0.04%
+794
412
$251K 0.04%
2,190
+53
413
$250K 0.04%
5,209
-193
414
$249K 0.04%
4,176
415
$248K 0.04%
2,613
416
$244K 0.04%
1,083
+105
417
$243K 0.04%
1,113
-32
418
$242K 0.04%
+4,883
419
$241K 0.04%
8,011
420
$241K 0.04%
8,135
+1
421
$239K 0.04%
1,554
-481
422
$239K 0.04%
1,386
423
$238K 0.04%
3,046
+164
424
$238K 0.04%
1,390
425
$237K 0.04%
4,476
15 16
17
18 19