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
126
$1.15M 0.2%
3,714
+386
127
$1.15M 0.2%
8,491
-111
128
$1.14M 0.2%
13,789
+583
129
$1.12M 0.2%
6,259
-195
130
$1.12M 0.2%
8,746
-72
131
$1.12M 0.2%
21,003
132
$1.11M 0.19%
5,057
-448
133
$1.09M 0.19%
7,305
+1
134
$1.06M 0.19%
27,036
135
$1.05M 0.18%
16,377
-1,803
136
$1.05M 0.18%
22,536
+18
137
$1.04M 0.18%
7,379
+547
138
$1.04M 0.18%
20,568
+1,577
139
$1.04M 0.18%
6,203
140
$1.04M 0.18%
4,532
+229
141
$1.02M 0.18%
12,714
-59
142
$1.02M 0.18%
6,639
+218
143
$1.02M 0.18%
19,105
-65
144
$1.02M 0.18%
5,874
-45
145
$1.02M 0.18%
9,668
+10
146
$1.01M 0.18%
7,233
-63
147
$1.01M 0.18%
15,409
+1,010
148
$1M 0.18%
5,224
-127
149
$993K 0.17%
2,518
-9,092
150
$990K 0.17%
14,076
+196
4 5
6
7 8