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
101
$1.33M 0.25%
23,259
-2,084
102
$1.33M 0.25%
6,124
+372
103
$1.32M 0.25%
17,773
+1,629
104
$1.31M 0.25%
6,997
+267
105
$1.29M 0.24%
22,125
-337
106
$1.28M 0.24%
18,659
+1,992
107
$1.26M 0.24%
17,949
+1,240
108
$1.24M 0.24%
24,065
-2,483
109
$1.24M 0.24%
5,624
+853
110
$1.23M 0.23%
10,252
+182
111
$1.22M 0.23%
10,730
+1,693
112
$1.22M 0.23%
15,696
-390
113
$1.21M 0.23%
5,214
+50
114
$1.2M 0.23%
6,849
+127
115
$1.2M 0.23%
283,565
-201,000
116
$1.2M 0.23%
18,342
-1,042
117
$1.2M 0.23%
18,746
-792
118
$1.17M 0.22%
9,455
-13
119
$1.16M 0.22%
18,366
-90
120
$1.15M 0.22%
24,710
+2,020
121
$1.13M 0.22%
6,203
122
$1.13M 0.22%
18,468
-36
123
$1.11M 0.21%
3,096
-17
124
$1.09M 0.21%
21,003
-2,238
125
$1.09M 0.21%
28,771
3 4
5
6 7