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
76
$1.59M 0.34%
15,714
+3,248
77
$1.58M 0.33%
22,048
-2,065
78
$1.55M 0.33%
26,560
-2,163
79
$1.55M 0.33%
29,498
+1,903
80
$1.54M 0.32%
14,009
-298
81
$1.51M 0.32%
2,946
-71
82
$1.49M 0.31%
40,725
-185
83
$1.48M 0.31%
18,161
-58
84
$1.47M 0.31%
19,054
-267
85
$1.47M 0.31%
9,339
-58
86
$1.46M 0.31%
17,143
-845
87
$1.45M 0.31%
9,847
-338
88
$1.43M 0.3%
3,729
-100
89
$1.43M 0.3%
12,282
-66
90
$1.42M 0.3%
2,927
+66
91
$1.41M 0.3%
25,200
-150
92
$1.39M 0.29%
22,136
-3,664
93
$1.36M 0.29%
4,105
-31
94
$1.34M 0.28%
21,161
-145
95
$1.33M 0.28%
30,315
-175
96
$1.31M 0.27%
17,629
+321
97
$1.3M 0.27%
38,104
-3,482
98
$1.28M 0.27%
17,850
-1,288
99
$1.27M 0.27%
43,190
-510
100
$1.27M 0.27%
26,658
-725
2 3
4
5 6