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
101
$1.27M 0.27%
5,921
-136
102
$1.25M 0.26%
9,395
-1,130
103
$1.24M 0.26%
3,752
+591
104
$1.24M 0.26%
5,172
-104
105
$1.24M 0.26%
29,491
-8,724
106
$1.23M 0.26%
36,639
-2,174
107
$1.22M 0.26%
7,626
-83
108
$1.16M 0.24%
6,185
+24
109
$1.15M 0.24%
5,574
-573
110
$1.15M 0.24%
7,316
-10
111
$1.14M 0.24%
10,354
-961
112
$1.13M 0.24%
16,182
-1,130
113
$1.11M 0.23%
3,317
+74
114
$1.11M 0.23%
7,429
-162
115
$1.11M 0.23%
31,809
-3,025
116
$1.1M 0.23%
3,429
-113
117
$1.09M 0.23%
27,931
+187
118
$1.07M 0.23%
17,740
-501
119
$1.06M 0.22%
2,730
-798
120
$1.06M 0.22%
7,441
121
$1.05M 0.22%
13,414
+547
122
$1.05M 0.22%
3,625
-39
123
$1.05M 0.22%
11,557
-244
124
$1.04M 0.22%
19,187
+16
125
$1.03M 0.22%
6,470
-234
3 4
5
6 7