IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
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
+$4.89M
2
+$683K
3
+$403K
4
AEO icon
American Eagle Outfitters
AEO
+$381K
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$367K

Top Sells

1
+$3.69M
2
+$1.33M
3
+$913K
4
MSFT icon
Microsoft
MSFT
+$529K
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 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$17K ﹤0.01%
667
477
$7K ﹤0.01%
+27
478
– –
-1,610
479
– –
-2,600
480
– –
-7,413
481
– –
-2,063
482
– –
-1,099
483
– –
-2,870
484
– –
-1,611
485
– –
-7,136
486
– –
0
487
– –
-4,411
488
– –
-4,436
489
– –
-3,555
490
– –
-838
491
– –
-4,950
492
– –
-10,903
493
– –
-7,811
494
– –
-3,024
495
– –
-1,496
496
– –
-659
497
– –
-33
498
– –
-4,482
499
– –
-3,165
500
– –
-95
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