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
101
$1.46M 0.26%
4,359
+232
102
$1.41M 0.25%
17,718
+624
103
$1.41M 0.25%
9,348
-107
104
$1.41M 0.25%
13,652
+1,452
105
$1.36M 0.24%
9,126
+1,131
106
$1.36M 0.24%
25,026
+1,234
107
$1.35M 0.24%
9,154
+396
108
$1.33M 0.23%
6,255
-6
109
$1.31M 0.23%
7,764
-311
110
$1.3M 0.23%
31,506
+3,522
111
$1.3M 0.23%
18,505
+220
112
$1.3M 0.23%
18,054
113
$1.29M 0.23%
10,966
+910
114
$1.28M 0.22%
18,348
-64
115
$1.28M 0.22%
22,425
-194
116
$1.27M 0.22%
13,757
+1,484
117
$1.24M 0.22%
6,339
+638
118
$1.24M 0.22%
10,791
+224
119
$1.21M 0.21%
28,591
-130
120
$1.2M 0.21%
22,249
+324
121
$1.19M 0.21%
24,590
-130
122
$1.19M 0.21%
22,823
+1,589
123
$1.17M 0.21%
2,994
+178
124
$1.15M 0.2%
18,366
125
$1.15M 0.2%
3,096
3 4
5
6 7