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
$522M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$968K
2
+$551K
3
+$525K
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$443K
5
AMZN icon
Amazon
AMZN
+$418K

Top Sells

1
+$2.93M
2
+$2.33M
3
+$1.43M
4
QLD icon
ProShares Ultra QQQ
QLD
+$927K
5
SSO icon
ProShares Ultra S&P500
SSO
+$868K

Sector Composition

1 Technology 18.93%
2 Consumer Discretionary 9.86%
3 Financials 9.6%
4 Industrials 7.71%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$140K 0.03%
11,420
-109
452
$132K 0.03%
10,300
453
$121K 0.02%
5,352
-653
454
$121K 0.02%
17,888
+82
455
$116K 0.02%
10,881
+42
456
$109K 0.02%
16,500
457
$93K 0.02%
2,694
-400
458
$81K 0.02%
+33
459
$78K 0.01%
11,630
-215
460
$78K 0.01%
12,375
461
$60K 0.01%
+95
462
$50K 0.01%
+12,598
463
$14K ﹤0.01%
667
-666
464
– –
-1,501
465
– –
-5,650
466
– –
-20,857
467
– –
-3,650
468
– –
-1,388
469
– –
-6,625
470
– –
-2,022
471
– –
-386
472
– –
-2,500
473
– –
-11,804
474
– –
-1,426
475
– –
-1,282
16 17 18
19
20