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
26
$3.72M 0.65%
55,626
-591
27
$3.62M 0.64%
35,357
+709
28
$3.58M 0.63%
9,426
+138
29
$3.57M 0.63%
9,784
+202
30
$3.49M 0.61%
8,829
-30
31
$3.38M 0.59%
55,051
-1,076
32
$3.27M 0.58%
13,670
+319
33
$3.21M 0.56%
13,160
-345
34
$3.14M 0.55%
13,420
-5
35
$3.09M 0.54%
11,124
+144
36
$3.06M 0.54%
31,098
+285
37
$3.05M 0.54%
10,233
-95
38
$2.99M 0.52%
73,419
-375
39
$2.96M 0.52%
39,690
40
$2.94M 0.52%
82,968
+2,892
41
$2.91M 0.51%
19,735
+166
42
$2.91M 0.51%
61,015
43
$2.9M 0.51%
20,399
-248
44
$2.87M 0.5%
78,123
+921
45
$2.83M 0.5%
9,992
-421
46
$2.8M 0.49%
18,105
+213
47
$2.79M 0.49%
50,602
+9,196
48
$2.78M 0.49%
13,350
+208
49
$2.77M 0.49%
25,070
-1,426
50
$2.66M 0.47%
89,056
-320
1
2
3 4 5