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
476
$121K 0.02%
10,903
+22
477
$115K 0.02%
16,886
-1,002
478
– –
0
479
$112K 0.02%
16,500
480
$109K 0.02%
+810
481
$96K 0.02%
2,694
482
$85K 0.01%
+1,035
483
$78K 0.01%
11,300
-330
484
$74K 0.01%
12,375
485
$67K 0.01%
12,598
486
$57K 0.01%
33
487
$56K 0.01%
95
488
$18K ﹤0.01%
667
489
$1K ﹤0.01%
+11,320
490
– –
-4,200
491
– –
-7,850
492
– –
-1,860
493
– –
-5,364
494
– –
-8,560
495
– –
-9,880
496
– –
-3,685
16 17 18 19
20