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
76
$1.65M 0.31%
25,774
-786
77
$1.65M 0.31%
12,206
-76
78
$1.61M 0.31%
9,766
-81
79
$1.61M 0.31%
16,116
-66
80
$1.61M 0.31%
25,070
-130
81
$1.58M 0.3%
29,340
-158
82
$1.55M 0.3%
9,978
-135
83
$1.54M 0.29%
17,499
-130
84
$1.51M 0.29%
3,667
-62
85
$1.5M 0.29%
17,073
-70
86
$1.49M 0.28%
40,725
87
$1.48M 0.28%
42,910
-280
88
$1.48M 0.28%
9,059
-280
89
$1.46M 0.28%
3,099
-220
90
$1.46M 0.28%
21,248
-888
91
$1.43M 0.27%
30,315
92
$1.43M 0.27%
58,812
+22,653
93
$1.43M 0.27%
38,628
+524
94
$1.41M 0.27%
12,293
-85
95
$1.38M 0.26%
30,662
+1,171
96
$1.38M 0.26%
2,912
-15
97
$1.35M 0.26%
2,926
-20
98
$1.33M 0.25%
36,385
-254
99
$1.32M 0.25%
3,421
-8
100
$1.31M 0.25%
20,890
-271
2 3
4
5 6