IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
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
+$3.54M
2
+$2.68M
3
+$2.45M
4
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$2.42M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$883K

Top Sells

1
+$2.92M
2
+$2.66M
3
+$2.08M
4
SSO icon
ProShares Ultra S&P500
SSO
+$1.79M
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
451
– –
-10,306
452
– –
-533
453
– –
-27,833
454
– –
-3,502
455
– –
-8,771
456
– –
-5,683
457
– –
-5,289
458
– –
-5,851
459
– –
-26,658
460
– –
-834
461
– –
-12,768
462
– –
-3,373
463
– –
-4,266
464
– –
-29,389
465
– –
-3,106
466
– –
-6,180
467
– –
-13,221
468
– –
-5,771
15 16 17 18
19