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
51
$2.6M 0.46%
47,966
-2,153
52
$2.56M 0.45%
8,028
-98
53
$2.49M 0.44%
7,869
-42
54
$2.49M 0.44%
16,002
+325
55
$2.47M 0.43%
21,943
-632
56
$2.4M 0.42%
9,363
57
$2.39M 0.42%
19,100
+480
58
$2.39M 0.42%
46,458
-519
59
$2.39M 0.42%
74,451
-1,617
60
$2.34M 0.41%
34,035
-262
61
$2.23M 0.39%
9,117
-67
62
$2.22M 0.39%
37,498
+461
63
$2.2M 0.39%
68,715
-390
64
$2.14M 0.38%
29,443
-381
65
$2.09M 0.37%
39,580
+200
66
$2.08M 0.37%
10,742
+354
67
$2.05M 0.36%
14,331
-184
68
$2.04M 0.36%
23,810
-210
69
$2.03M 0.36%
62,250
70
$1.99M 0.35%
8,758
+458
71
$1.94M 0.34%
34,092
-160
72
$1.91M 0.34%
30,785
-199
73
$1.89M 0.33%
5,911
+170
74
$1.85M 0.33%
18,205
+848
75
$1.84M 0.32%
36,518
-57
1 2
3
4 5