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
426
$219K 0.04%
+7,528
427
$218K 0.04%
5,233
-75
428
$216K 0.04%
+806
429
$213K 0.04%
3,366
-456
430
$213K 0.04%
+2,421
431
$212K 0.04%
48,666
-16,406
432
$212K 0.04%
+1,086
433
$211K 0.04%
4,637
-633
434
$210K 0.04%
8,011
435
$209K 0.04%
1,311
-1,930
436
$209K 0.04%
+6,404
437
$209K 0.04%
+1,013
438
$208K 0.04%
11,108
-81
439
$208K 0.04%
3,033
-857
440
$206K 0.04%
21,756
441
$204K 0.04%
+7,749
442
$204K 0.04%
+4,080
443
$203K 0.04%
+4,290
444
$203K 0.04%
2,078
445
$202K 0.04%
4,436
-210
446
$200K 0.04%
21,278
-146
447
$200K 0.04%
1,768
-470
448
$174K 0.03%
5,364
-5,562
449
$155K 0.03%
10,617
-100
450
$141K 0.03%
+12,389
16 17
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