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
$469M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$824K
2
+$690K
3
+$654K
4
JHML icon
John Hancock Multifactor Large Cap ETF
JHML
+$640K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$630K

Top Sells

1
+$1.67M
2
+$856K
3
+$691K
4
AAPL icon
Apple
AAPL
+$555K
5
C icon
Citigroup
C
+$444K

Sector Composition

1 Technology 18.54%
2 Financials 9.4%
3 Consumer Discretionary 8.94%
4 Industrials 8.03%
5 Healthcare 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 0.67%
28,094
-2,422
27
$3.17M 0.67%
75,460
-160
28
$3.17M 0.67%
101,772
-8,364
29
$3.13M 0.66%
16,425
+939
30
$3.13M 0.66%
14,666
-1,421
31
$2.94M 0.62%
8,284
-13
32
$2.92M 0.61%
14,051
-415
33
$2.92M 0.61%
23,689
-1,221
34
$2.86M 0.6%
58,492
-1,041
35
$2.72M 0.57%
38,251
-1,812
36
$2.71M 0.57%
21,770
+1,451
37
$2.62M 0.55%
149,290
-6,046
38
$2.57M 0.54%
77,451
-5,604
39
$2.55M 0.54%
21,197
-2,243
40
$2.55M 0.54%
44,094
-4,830
41
$2.53M 0.53%
6,914
-46
42
$2.5M 0.53%
72,213
-372
43
$2.33M 0.49%
9,790
+630
44
$2.3M 0.48%
38,574
-412
45
$2.3M 0.48%
13,216
+85
46
$2.28M 0.48%
30,043
-371
47
$2.27M 0.48%
73,325
-252
48
$2.24M 0.47%
25,562
+71
49
$2.21M 0.47%
30,760
-56
50
$2.2M 0.46%
16,436
-1,505
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