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
101
$1.31M 0.25%
32,096
-101
102
$1.28M 0.24%
18,601
-453
103
$1.28M 0.24%
11,446
-111
104
$1.28M 0.24%
2,751
+21
105
$1.28M 0.24%
7,877
+251
106
$1.27M 0.24%
23,324
+16,267
107
$1.26M 0.24%
17,042
-808
108
$1.23M 0.24%
7,204
-112
109
$1.19M 0.23%
17,622
-118
110
$1.19M 0.23%
31,316
-493
111
$1.18M 0.23%
42,895
+12,063
112
$1.18M 0.23%
5,148
-24
113
$1.18M 0.22%
3,539
-213
114
$1.16M 0.22%
13,919
+2,697
115
$1.14M 0.22%
3,625
116
$1.14M 0.22%
7,223
-206
117
$1.12M 0.21%
5,867
-54
118
$1.12M 0.21%
14,633
-4,273
119
$1.11M 0.21%
18,991
-196
120
$1.08M 0.21%
5,383
-191
121
$1.08M 0.21%
35,985
-4,801
122
$1.07M 0.2%
3,810
-43
123
$1.06M 0.2%
19,034
-50
124
$1.06M 0.2%
10,655
+2,844
125
$1.05M 0.2%
6,150
-35
3 4
5
6 7