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
401
$217K 0.05%
+4,272
402
$215K 0.05%
4,789
-175
403
$215K 0.05%
+4,688
404
$215K 0.05%
3,502
-116
405
$215K 0.05%
+3,810
406
$214K 0.04%
+1,692
407
$213K 0.04%
+5,520
408
$213K 0.04%
6,128
-5,750
409
$212K 0.04%
3,104
-520
410
$211K 0.04%
+703
411
$210K 0.04%
+4,675
412
$210K 0.04%
3,373
-105
413
$209K 0.04%
4,266
-1,709
414
$209K 0.04%
3,634
-60
415
$209K 0.04%
4,268
416
$208K 0.04%
+2,660
417
$208K 0.04%
246
-308
418
$207K 0.04%
2,499
-279
419
$206K 0.04%
23,772
420
$206K 0.04%
+5,019
421
$206K 0.04%
834
-363
422
$204K 0.04%
5,887
-1,535
423
$204K 0.04%
+3,580
424
$203K 0.04%
+6,180
425
$203K 0.04%
+5,771
15 16
17
18 19