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
101
$1.42M 0.25%
15,500
-196
102
$1.4M 0.25%
8,075
-209
103
$1.37M 0.24%
6,261
+137
104
$1.37M 0.24%
35,066
-3,388
105
$1.37M 0.24%
9,455
106
$1.32M 0.23%
18,054
+105
107
$1.29M 0.23%
18,412
-56
108
$1.29M 0.23%
22,619
-640
109
$1.26M 0.22%
5,505
+875
110
$1.26M 0.22%
23,792
-273
111
$1.25M 0.22%
5,701
+77
112
$1.24M 0.22%
18,285
-374
113
$1.23M 0.22%
20,472
+1,068
114
$1.23M 0.22%
21,925
-200
115
$1.22M 0.21%
18,180
-162
116
$1.22M 0.21%
10,567
-163
117
$1.21M 0.21%
6,203
118
$1.21M 0.21%
28,721
-50
119
$1.19M 0.21%
18,366
120
$1.18M 0.21%
3,096
121
$1.18M 0.21%
8,602
+1,068
122
$1.18M 0.21%
24,720
+10
123
$1.17M 0.21%
27,984
+1,138
124
$1.17M 0.2%
10,056
-196
125
$1.17M 0.2%
5,351
+137
3 4
5
6 7