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
$522M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$968K
2
+$551K
3
+$525K
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$443K
5
AMZN icon
Amazon
AMZN
+$418K

Top Sells

1
+$2.93M
2
+$2.33M
3
+$1.43M
4
QLD icon
ProShares Ultra QQQ
QLD
+$927K
5
SSO icon
ProShares Ultra S&P500
SSO
+$868K

Sector Composition

1 Technology 18.93%
2 Consumer Discretionary 9.86%
3 Financials 9.6%
4 Industrials 7.71%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.39M 0.45%
15,677
-804
52
$2.38M 0.45%
17,892
+105
53
$2.31M 0.44%
7,911
+133
54
$2.31M 0.44%
46,977
+1,933
55
$2.29M 0.43%
89,376
-33,936
56
$2.25M 0.43%
61,015
-620
57
$2.23M 0.42%
13,142
+916
58
$2.22M 0.42%
9,363
+144
59
$2.21M 0.42%
41,406
-771
60
$2.18M 0.41%
34,297
-1,072
61
$2.13M 0.4%
37,037
-1,107
62
$2.1M 0.4%
69,105
63
$2.07M 0.39%
30,984
+67
64
$2.05M 0.39%
39,380
-10
65
$2.04M 0.39%
24,020
-2,147
66
$1.98M 0.38%
10,388
+599
67
$1.95M 0.37%
9,184
+196
68
$1.94M 0.37%
29,824
+548
69
$1.93M 0.37%
18,620
-260
70
$1.93M 0.37%
14,515
+25
71
$1.89M 0.36%
25,907
-744
72
$1.89M 0.36%
24,752
-30,609
73
$1.88M 0.36%
8,300
+687
74
$1.85M 0.35%
34,252
+285
75
$1.85M 0.35%
62,250
-230
1 2
3
4 5