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
76
$1.82M 0.32%
34,240
+1,040
77
$1.82M 0.32%
30,469
-197
78
$1.8M 0.32%
25,443
-464
79
$1.78M 0.31%
3,247
+100
80
$1.78M 0.31%
27,760
81
$1.76M 0.31%
8,261
-131
82
$1.71M 0.3%
17,553
-220
83
$1.69M 0.3%
10,248
-243
84
$1.69M 0.3%
10,264
-260
85
$1.69M 0.3%
3,932
-5,993
86
$1.67M 0.29%
4
87
$1.66M 0.29%
21,522
-40
88
$1.64M 0.29%
19,271
-368
89
$1.63M 0.29%
7,110
+113
90
$1.58M 0.28%
19,073
-327
91
$1.56M 0.27%
6,326
-2
92
$1.56M 0.27%
19,986
-412
93
$1.52M 0.27%
18,519
-212
94
$1.52M 0.27%
18,305
+616
95
$1.5M 0.26%
3,773
+1
96
$1.48M 0.26%
40,910
-35
97
$1.48M 0.26%
30,490
98
$1.46M 0.26%
32,384
-1,038
99
$1.46M 0.26%
4,127
-84
100
$1.44M 0.25%
7,155
+306
2 3
4
5 6