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
126
$1.09M 0.21%
6,482
-279
127
$1.09M 0.21%
8,425
-162
128
$1.08M 0.21%
13,147
+462
129
$1.08M 0.21%
26,846
+1,140
130
$1.07M 0.2%
19,404
+3,108
131
$1.06M 0.2%
5,799
132
$1.05M 0.2%
27,570
133
$1.04M 0.2%
21,161
+2,504
134
$1.03M 0.2%
10,238
+74
135
$1.02M 0.19%
4,630
-2,898
136
$1.02M 0.19%
2,750
+127
137
$1.01M 0.19%
25,938
-230
138
$1.01M 0.19%
7,309
-20
139
$1M 0.19%
4,141
140
$999K 0.19%
16,358
-19
141
$997K 0.19%
8,190
-126
142
$995K 0.19%
21,984
+3,993
143
$994K 0.19%
7,342
-118
144
$990K 0.19%
7,534
+2,990
145
$968K 0.18%
3,278
+591
146
$968K 0.18%
+11,458
147
$966K 0.18%
4,310
-29
148
$963K 0.18%
19,086
+622
149
$944K 0.18%
6,417
+2
150
$933K 0.18%
8,180
-2,564
4 5
6
7 8