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
426
$237K 0.04%
2,897
-136
427
$236K 0.04%
7,600
-500
428
$235K 0.04%
8,011
429
$235K 0.04%
5,019
430
$234K 0.04%
21,231
-47
431
$232K 0.04%
4,411
+106
432
$230K 0.04%
3,048
-5
433
$230K 0.04%
5,930
-9
434
$230K 0.04%
4,476
-100
435
$227K 0.04%
2,882
436
$227K 0.04%
+2,849
437
$226K 0.04%
4,637
438
$225K 0.04%
6,782
439
$225K 0.04%
11,081
-27
440
$222K 0.04%
+1,280
441
$220K 0.04%
21,756
442
$219K 0.04%
2,421
443
$218K 0.04%
5,152
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444
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1,980
-98
445
$217K 0.04%
+1,926
446
$217K 0.04%
1,821
-269
447
$216K 0.04%
3,360
-6
448
$216K 0.04%
+1,916
449
$214K 0.04%
+4,829
450
$214K 0.04%
7,730
-19
16 17
18
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