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
76
$1.84M 0.32%
14,270
-61
77
$1.84M 0.32%
26,194
+751
78
$1.77M 0.31%
20,267
+281
79
$1.76M 0.31%
9,128
+867
80
$1.75M 0.31%
18,037
+2,537
81
$1.72M 0.3%
4,000
+68
82
$1.72M 0.3%
10,248
83
$1.7M 0.3%
27,650
-110
84
$1.67M 0.29%
42,264
+9,880
85
$1.67M 0.29%
20,023
+1,718
86
$1.66M 0.29%
10,275
+11
87
$1.65M 0.29%
4
88
$1.64M 0.29%
30,349
-120
89
$1.64M 0.29%
7,080
-30
90
$1.64M 0.29%
18,996
-77
91
$1.61M 0.28%
21,522
92
$1.6M 0.28%
6,480
+154
93
$1.58M 0.28%
18,437
-834
94
$1.52M 0.27%
7,526
+371
95
$1.49M 0.26%
34,656
-410
96
$1.48M 0.26%
3,695
-78
97
$1.48M 0.26%
18,271
-248
98
$1.48M 0.26%
30,490
99
$1.48M 0.26%
23,496
+3,024
100
$1.47M 0.26%
40,910
2 3
4
5 6