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
76
$1.75M 0.33%
5,741
+147
77
$1.73M 0.33%
10,524
-78
78
$1.71M 0.33%
8,392
+26
79
$1.71M 0.33%
30,666
-6,314
80
$1.68M 0.32%
27,760
-6,370
81
$1.67M 0.32%
33,200
+2,838
82
$1.63M 0.31%
36,575
+187
83
$1.59M 0.3%
19,400
-300
84
$1.59M 0.3%
17,357
+3,279
85
$1.59M 0.3%
21,562
-180
86
$1.58M 0.3%
4,211
+580
87
$1.57M 0.3%
3,147
+56
88
$1.54M 0.29%
4
89
$1.53M 0.29%
18,731
-2,110
90
$1.52M 0.29%
19,639
-1,151
91
$1.51M 0.29%
33,422
-3,122
92
$1.48M 0.28%
10,491
-422
93
$1.45M 0.28%
6,328
+909
94
$1.43M 0.27%
20,398
-172
95
$1.42M 0.27%
40,945
-200
96
$1.39M 0.26%
38,454
-2,960
97
$1.37M 0.26%
8,284
+2,156
98
$1.35M 0.26%
30,490
-505
99
$1.35M 0.26%
3,772
+781
100
$1.35M 0.26%
17,689
+619
2 3
4
5 6