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
426
$237K 0.04%
4,909
-125
427
$236K 0.04%
2,867
-30
428
$235K 0.04%
1,973
+47
429
$235K 0.04%
5,019
430
$233K 0.04%
5,799
-131
431
$232K 0.04%
1,916
432
$231K 0.04%
3,194
+345
433
$231K 0.04%
6,272
-114
434
$229K 0.04%
1,821
435
$228K 0.04%
3,023
-25
436
$228K 0.04%
2,994
-11,982
437
$224K 0.04%
10,803
+1
438
$223K 0.04%
+358
439
$222K 0.04%
6,782
440
$221K 0.04%
1,280
441
$221K 0.04%
+1,450
442
$220K 0.04%
1,980
443
$218K 0.04%
11,081
444
$218K 0.04%
+8,976
445
$217K 0.04%
4,494
-143
446
$217K 0.04%
1,086
447
$217K 0.04%
731
+54
448
$215K 0.04%
4,829
449
$213K 0.04%
21,756
450
$212K 0.04%
7,730
16 17
18
19 20