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
$514M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.76M
3
+$2.46M
4
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$2.31M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$888K

Top Sells

1
+$3.11M
2
+$2.96M
3
+$2.08M
4
SSO icon
ProShares Ultra S&P500
SSO
+$1.87M
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
26
$3.47M 0.66%
10,593
-148
27
$3.44M 0.66%
16,175
-250
28
$3.44M 0.66%
103,358
+1,586
29
$3.42M 0.65%
106,386
-1,093
30
$3.36M 0.64%
10,879
-146
31
$3.29M 0.63%
26,503
-1,591
32
$3.23M 0.62%
21,377
-393
33
$3.2M 0.61%
8,096
-188
34
$3.19M 0.61%
13,200
-264
35
$3.13M 0.6%
31,893
-396
36
$3.09M 0.59%
13,689
-362
37
$2.81M 0.54%
37,032
-1,219
38
$2.76M 0.53%
+160,769
39
$2.63M 0.5%
71,313
-900
40
$2.53M 0.48%
43,278
-816
41
$2.53M 0.48%
11,060
-334
42
$2.52M 0.48%
13,010
-206
43
$2.52M 0.48%
20,504
-270
44
$2.51M 0.48%
38,574
45
$2.46M 0.47%
+60,736
46
$2.37M 0.45%
47,387
+4,241
47
$2.31M 0.44%
6,713
-201
48
$2.31M 0.44%
+128,345
49
$2.25M 0.43%
18,333
-73
50
$2.24M 0.43%
9,597
-193
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2
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