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
$567M
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$650K
3
+$421K
4
PARA
Paramount Global Class B
PARA
+$390K
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$359K

Top Sells

1
+$3.59M
2
+$1.3M
3
+$912K
4
MSFT icon
Microsoft
MSFT
+$513K
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 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.47M 0.43%
18,500
-600
52
$2.43M 0.43%
13,346
-4
53
$2.42M 0.42%
48,025
-2,577
54
$2.42M 0.42%
39,580
55
$2.4M 0.42%
22,286
+343
56
$2.39M 0.42%
9,363
57
$2.38M 0.42%
47,674
-292
58
$2.24M 0.39%
44,376
-2,082
59
$2.21M 0.39%
10,082
-151
60
$2.21M 0.39%
74,287
-164
61
$2.19M 0.38%
10,775
+33
62
$2.18M 0.38%
68,715
63
$2.16M 0.38%
30,685
-100
64
$2.09M 0.37%
34,541
+506
65
$2.08M 0.36%
6,332
+421
66
$2.06M 0.36%
62,260
+10
67
$2.04M 0.36%
17,575
+22
68
$2.03M 0.36%
3,263
+16
69
$2M 0.35%
23,465
-345
70
$1.97M 0.35%
37,857
+3,617
71
$1.97M 0.35%
37,295
-203
72
$1.95M 0.34%
26,378
-3,065
73
$1.93M 0.34%
34,529
+437
74
$1.93M 0.34%
36,518
75
$1.91M 0.33%
18,731
+526
1 2
3
4 5