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
426
$203K 0.04%
+2,780
427
$202K 0.04%
8,044
-74,508
428
$202K 0.04%
3,175
-151
429
$187K 0.04%
21,756
430
$181K 0.03%
38,488
431
$158K 0.03%
17,455
432
$153K 0.03%
+15,400
433
$117K 0.02%
10,050
-250
434
$109K 0.02%
19,648
-791
435
$98.9K 0.02%
39,088
436
$86.7K 0.02%
20,153
+43
437
$67.9K 0.01%
5,055
438
$64.7K 0.01%
11,279
439
$57.2K 0.01%
11,649
-985
440
$56.2K 0.01%
10,500
441
$50.5K 0.01%
10,336
442
$38.8K 0.01%
556
443
$11.6K ﹤0.01%
667
444
– –
-3,580
445
– –
-12,768
446
– –
-3,373
447
– –
-4,266
448
– –
-5,771
449
– –
-10,612
450
– –
-8,055
15 16 17
18
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