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
426
$200K 0.04%
5,683
-1,175
427
$196K 0.04%
21,756
428
$178K 0.04%
15,662
+4,050
429
$169K 0.04%
10,306
+7
430
$148K 0.03%
+10,612
431
$137K 0.03%
38,488
432
$115K 0.02%
12,275
433
$112K 0.02%
10,300
434
$108K 0.02%
20,439
-288
435
$105K 0.02%
39,088
+120
436
$102K 0.02%
+533
437
$101K 0.02%
20,110
-3,317
438
$74K 0.02%
17,455
+4,000
439
$68.7K 0.01%
5,055
-252
440
$61.8K 0.01%
11,279
441
$58.6K 0.01%
12,634
442
$55.3K 0.01%
10,500
443
$52.4K 0.01%
10,336
-575
444
$45.6K 0.01%
13,221
445
$27.2K 0.01%
556
446
$13.3K ﹤0.01%
667
447
– –
-2,031
448
– –
-1,958
449
– –
-17,968
450
– –
-2,177
15 16 17
18
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