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
26
$3.55M 0.67%
56,217
+186
27
$3.45M 0.66%
56,127
-8,881
28
$3.41M 0.65%
9,582
+214
29
$3.41M 0.65%
34,648
+77
30
$3.4M 0.65%
13,351
+300
31
$3.36M 0.64%
13,505
-389
32
$3.12M 0.59%
8,859
-159
33
$3.05M 0.58%
21,390
-1,840
34
$3.04M 0.58%
9,288
-77
35
$2.93M 0.56%
10,328
+78
36
$2.93M 0.56%
26,496
-1,831
37
$2.84M 0.54%
73,794
-5,118
38
$2.84M 0.54%
13,425
-163
39
$2.81M 0.53%
10,980
+1,450
40
$2.8M 0.53%
30,813
+3,186
41
$2.76M 0.52%
20,647
-729
42
$2.75M 0.52%
10,413
+119
43
$2.7M 0.51%
39,690
-1,369
44
$2.68M 0.51%
8,126
-208
45
$2.63M 0.5%
77,202
+5,646
46
$2.62M 0.5%
80,076
+3,900
47
$2.61M 0.5%
50,119
+3,364
48
$2.6M 0.49%
19,569
+334
49
$2.44M 0.46%
76,068
-2,460
50
$2.44M 0.46%
22,575
+647
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2
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