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
$570M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$724K
3
+$542K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$507K
5
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$436K

Top Sells

1
+$2.58M
2
+$866K
3
+$768K
4
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$745K
5
DVY icon
iShares Select Dividend ETF
DVY
+$704K

Sector Composition

1 Technology 20.25%
2 Consumer Discretionary 9.82%
3 Financials 9.58%
4 Industrials 7.28%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$214K 0.04%
+7,811
452
$212K 0.04%
4,290
453
$210K 0.04%
+3,165
454
$208K 0.04%
1,086
455
$208K 0.04%
+575
456
$208K 0.04%
+4,950
457
$206K 0.04%
1,099
458
$205K 0.04%
2,063
459
$205K 0.04%
+838
460
$205K 0.04%
+659
461
$204K 0.04%
1,768
462
$204K 0.04%
+677
463
$203K 0.04%
4,436
464
$202K 0.04%
+2,870
465
$202K 0.04%
+1,501
466
$202K 0.04%
5,190
-800
467
$200K 0.04%
+7,413
468
$200K 0.04%
+1,496
469
$172K 0.03%
10,584
-33
470
$145K 0.03%
10,300
471
$143K 0.03%
10,573
-1,816
472
$142K 0.02%
36,631
-12,035
473
– –
0
474
$138K 0.02%
11,384
-36
475
$131K 0.02%
5,337
-15
16 17 18
19
20