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
126
$1.03M 0.22%
8,350
-153
127
$1.02M 0.21%
3,853
-80
128
$1.01M 0.21%
6,670
-438
129
$1.01M 0.21%
40,786
+13,276
130
$1.01M 0.21%
21,391
131
$1M 0.21%
25,142
+242
132
$989K 0.21%
15,646
-510
133
$987K 0.21%
18,906
+1,939
134
$979K 0.21%
4,126
+166
135
$970K 0.2%
8,740
-635
136
$966K 0.2%
20,275
-2,655
137
$959K 0.2%
18,310
-56
138
$954K 0.2%
2,530
-326
139
$933K 0.2%
19,084
+662
140
$926K 0.19%
27,743
141
$926K 0.19%
11,222
-758
142
$924K 0.19%
55,279
+713
143
$922K 0.19%
7,811
-7
144
$915K 0.19%
29,389
-706
145
$911K 0.19%
36,159
+10,473
146
$908K 0.19%
9,134
-25
147
$887K 0.19%
3,770
+59
148
$884K 0.19%
18,696
+186
149
$878K 0.18%
13,641
-1,143
150
$874K 0.18%
7,206
-407
4 5
6
7 8