IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.52%
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 +$913K
2 +$704K
3 +$494K
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$442K
5
BIDU icon
Baidu
BIDU
+$429K

Top Sells

1 +$2.85M
2 +$2.33M
3 +$1.43M
4
RESN
Resonant Inc.
RESN
+$1.08M
5
QLD icon
ProShares Ultra QQQ
QLD
+$939K

Sector Composition

1 Technology 18.93%
2 Consumer Discretionary 9.86%
3 Financials 9.6%
4 Industrials 7.71%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-811,275