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
126
$1.16M 0.2%
8,818
+628
127
$1.15M 0.2%
6,454
-28
128
$1.15M 0.2%
21,003
129
$1.15M 0.2%
12,200
+749
130
$1.14M 0.2%
21,234
+73
131
$1.14M 0.2%
14,976
-9,776
132
$1.13M 0.2%
2,816
+66
133
$1.12M 0.2%
5,857
+58
134
$1.12M 0.2%
7,995
-430
135
$1.11M 0.19%
12,273
+815
136
$1.1M 0.19%
10,295
+57
137
$1.1M 0.19%
2,385
-59
138
$1.09M 0.19%
13,206
+59
139
$1.08M 0.19%
7,304
-5
140
$1.08M 0.19%
19,170
+424
141
$1.07M 0.19%
27,036
-534
142
$1.07M 0.19%
13,880
+1,750
143
$1.07M 0.19%
12,773
+275
144
$1.06M 0.19%
22,518
+534
145
$1.06M 0.19%
17,094
-66
146
$1.04M 0.18%
3,328
+50
147
$1.04M 0.18%
4,303
+21
148
$1.01M 0.18%
68,164
+4,039
149
$1M 0.18%
4,337
+27
150
$994K 0.17%
6,421
+4
4 5
6
7 8