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
$469M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$824K
2
+$690K
3
+$654K
4
JHML icon
John Hancock Multifactor Large Cap ETF
JHML
+$640K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$630K

Top Sells

1
+$1.67M
2
+$856K
3
+$691K
4
AAPL icon
Apple
AAPL
+$555K
5
C icon
Citigroup
C
+$444K

Sector Composition

1 Technology 18.54%
2 Financials 9.4%
3 Consumer Discretionary 8.94%
4 Industrials 8.03%
5 Healthcare 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.46%
19,738
-724
52
$2.15M 0.45%
18,406
-122
53
$2.09M 0.44%
32,289
-560
54
$2.08M 0.44%
67,025
-325
55
$2.08M 0.44%
27,833
-459
56
$2.08M 0.44%
4,840
-21
57
$2.07M 0.43%
9,363
58
$2.02M 0.43%
20,774
+153
59
$1.98M 0.42%
9,943
-646
60
$1.97M 0.41%
11,394
+59
61
$1.95M 0.41%
43,146
+1,040
62
$1.94M 0.41%
9,059
+1,520
63
$1.91M 0.4%
50,495
-392
64
$1.89M 0.4%
5,973
-290
65
$1.87M 0.39%
4
66
$1.83M 0.39%
82,552
-2,338
67
$1.79M 0.38%
10,113
-102
68
$1.76M 0.37%
3,319
-25
69
$1.72M 0.36%
17,067
-287
70
$1.69M 0.35%
61,080
-1,000
71
$1.68M 0.35%
18,926
-1,616
72
$1.65M 0.35%
9,469
-4,909
73
$1.65M 0.35%
32,197
-541
74
$1.64M 0.34%
9,726
+69
75
$1.6M 0.34%
12,378
-72
1 2
3
4 5