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
$514M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.76M
3
+$2.46M
4
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$2.31M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$888K

Top Sells

1
+$3.11M
2
+$2.96M
3
+$2.08M
4
SSO icon
ProShares Ultra S&P500
SSO
+$1.87M
5
MVV icon
ProShares Ultra MidCap400
MVV
+$1.27M

Sector Composition

1 Technology 21.84%
2 Consumer Discretionary 9.32%
3 Financials 8.34%
4 Industrials 7.37%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.2M 0.42%
9,363
52
$2.19M 0.42%
73,152
-173
53
$2.19M 0.42%
76,419
-1,032
54
$2.18M 0.42%
16,747
+311
55
$2.18M 0.42%
19,709
-29
56
$2.11M 0.4%
30,396
-364
57
$2.1M 0.4%
66,950
-75
58
$2.1M 0.4%
25,316
-246
59
$2.1M 0.4%
53,125
+2,630
60
$2.09M 0.4%
29,936
-107
61
$2.05M 0.39%
15,584
-130
62
$2.05M 0.39%
9,039
-20
63
$1.98M 0.38%
9,918
-25
64
$1.98M 0.38%
4,794
-46
65
$1.96M 0.37%
18,816
-110
66
$1.9M 0.36%
61,090
+10
67
$1.87M 0.36%
9,354
-41
68
$1.86M 0.36%
4
69
$1.81M 0.35%
9,463
-263
70
$1.77M 0.34%
13,911
-98
71
$1.74M 0.33%
5,890
-83
72
$1.74M 0.33%
22,286
+238
73
$1.67M 0.32%
17,051
-16
74
$1.67M 0.32%
17,962
-199
75
$1.67M 0.32%
9,352
-117
1 2
3
4 5