IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$943M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.96M
3
+$2.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.19M
5
AN icon
AutoNation
AN
+$2.1M

Top Sells

1
+$7.05M
2
+$7.04M
3
+$3.58M
4
EFAX icon
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
+$2.71M
5
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$2.04M

Sector Composition

1 Technology 30.79%
2 Financials 8.72%
3 Consumer Discretionary 7.92%
4 Industrials 7.15%
5 Communication Services 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CARR icon
426
Carrier Global
CARR
$52.4B
$307K 0.03%
5,818
-117
BSX icon
427
Boston Scientific
BSX
$85.9B
$306K 0.03%
3,205
-190
FTC icon
428
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.32B
$303K 0.03%
1,896
MGM icon
429
MGM Resorts International
MGM
$9.82B
$302K 0.03%
8,271
+75
IWO icon
430
iShares Russell 2000 Growth ETF
IWO
$14.5B
$302K 0.03%
934
-19
SSO icon
431
ProShares Ultra S&P500
SSO
$8.2B
$298K 0.03%
5,148
-480
AMP icon
432
Ameriprise Financial
AMP
$40.7B
$297K 0.03%
605
+21
WY icon
433
Weyerhaeuser
WY
$17.1B
$295K 0.03%
12,436
-1,281
NXPI icon
434
NXP Semiconductors
NXPI
$79.9B
$294K 0.03%
1,356
-15
SDY icon
435
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$293K 0.03%
2,109
-89
CSQ icon
436
Calamos Strategic Total Return Fund
CSQ
$3.26B
$291K 0.03%
15,147
-450
DSL
437
DoubleLine Income Solutions Fund
DSL
$1.25B
$290K 0.03%
25,774
-3,454
AAMI
438
Acadian Asset Management
AAMI
$2.55B
$290K 0.03%
6,170
-1,050
ALLE icon
439
Allegion
ALLE
$11.2B
$289K 0.03%
1,816
-208
AROC icon
440
Archrock
AROC
$6.53B
$289K 0.03%
11,109
-1,457
FDL icon
441
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.5B
$289K 0.03%
6,507
GRNJ
442
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
$478M
$287K 0.03%
+11,224
JD icon
443
JD.com
JD
$41.2B
$286K 0.03%
9,969
-1,349
ASGI
444
abrdn Global Infrastructure Income Fund
ASGI
$761M
$284K 0.03%
12,716
-129
OKE icon
445
Oneok
OKE
$59.2B
$284K 0.03%
3,866
-41
DG icon
446
Dollar General
DG
$23.3B
$283K 0.03%
2,134
-32
GLBE icon
447
Global E Online
GLBE
$5.03B
$282K 0.03%
7,180
-2,676
AZO icon
448
AutoZone
AZO
$56.1B
$281K 0.03%
83
-2
IJK icon
449
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$281K 0.03%
2,899
-109
NULG icon
450
Nuveen ESG Large-Cap Growth ETF
NULG
$2.74B
$280K 0.03%
2,864
-4,406
16 17
18
19 20