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
26
$3.6M 0.63%
10,356
+572
27
$3.59M 0.63%
36,713
+1,356
28
$3.55M 0.62%
60,735
-280
29
$3.54M 0.62%
9,375
-51
30
$3.4M 0.6%
34,550
+3,452
31
$3.38M 0.59%
55,102
+51
32
$3.29M 0.58%
55,620
-6
33
$3.24M 0.57%
91,470
+8,502
34
$3.11M 0.55%
13,978
+558
35
$3.11M 0.55%
11,378
+254
36
$3.09M 0.54%
82,290
+4,167
37
$3.08M 0.54%
14,009
+339
38
$3.02M 0.53%
20,218
+483
39
$2.93M 0.51%
39,560
-130
40
$2.9M 0.51%
73,293
-126
41
$2.88M 0.51%
13,536
+376
42
$2.84M 0.5%
8,510
+641
43
$2.81M 0.49%
8,018
-10
44
$2.76M 0.48%
25,003
-67
45
$2.7M 0.47%
18,572
+467
46
$2.7M 0.47%
16,471
+469
47
$2.64M 0.46%
88,260
-796
48
$2.62M 0.46%
9,667
-325
49
$2.57M 0.45%
19,975
-424
50
$2.5M 0.44%
9,227
+110
1
2
3 4 5