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
401
$231K 0.04%
4,272
402
$224K 0.04%
+1,097
403
$224K 0.04%
4,688
404
$223K 0.04%
37,244
-4,340
405
$222K 0.04%
5,432
-1,568
406
$221K 0.04%
3,634
407
$219K 0.04%
2,590
-70
408
$216K 0.04%
5,019
409
$216K 0.04%
3,810
410
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+1,390
411
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412
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413
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4,141
-127
414
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415
$210K 0.04%
+4,396
416
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4,685
-2,355
417
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418
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419
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420
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421
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+2,582
422
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423
$206K 0.04%
+2,923
424
$206K 0.04%
2,944
-285
425
$204K 0.04%
12,275
15 16
17
18 19