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
$567M
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$650K
3
+$421K
4
PARA
Paramount Global Class B
PARA
+$390K
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$359K

Top Sells

1
+$3.59M
2
+$1.3M
3
+$912K
4
MSFT icon
Microsoft
MSFT
+$513K
5
APD icon
Air Products & Chemicals
APD
+$463K

Sector Composition

1 Technology 20.36%
2 Consumer Discretionary 9.98%
3 Financials 9.79%
4 Industrials 6.96%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$212K 0.04%
5,446
452
$208K 0.04%
3,325
-35
453
$208K 0.04%
1,561
+60
454
$207K 0.04%
4,290
455
$204K 0.04%
+307
456
$204K 0.04%
5,152
457
$203K 0.04%
1,758
-10
458
$201K 0.04%
+795
459
$191K 0.03%
21,231
460
$182K 0.03%
4,228
-962
461
$172K 0.03%
35,279
-1,352
462
$172K 0.03%
10,584
463
$148K 0.03%
+578
464
$144K 0.03%
10,300
465
$139K 0.02%
11,384
466
$139K 0.02%
10,733
+160
467
$127K 0.02%
5,337
468
$116K 0.02%
16,500
469
$91K 0.02%
2,694
470
$88K 0.02%
13,982
-2,904
471
$77K 0.01%
12,275
-100
472
$75K 0.01%
11,300
473
$69K 0.01%
12,599
+1
474
$68K 0.01%
814
+4
475
$21K ﹤0.01%
1,035
17 18
19
20 21