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
126
$1.05M 0.2%
3,228
-89
127
$1.04M 0.2%
4,078
-27
128
$1.04M 0.2%
8,317
-33
129
$1.04M 0.2%
18,310
130
$1.03M 0.2%
25,586
-2,345
131
$1.02M 0.2%
19,600
-675
132
$1.01M 0.19%
25,142
133
$1.01M 0.19%
9,925
-429
134
$1M 0.19%
13,195
-219
135
$996K 0.19%
2,495
-35
136
$991K 0.19%
21,391
137
$990K 0.19%
8,845
-299
138
$986K 0.19%
55,279
139
$985K 0.19%
7,441
140
$983K 0.19%
3,891
+66
141
$965K 0.18%
27,743
142
$952K 0.18%
359
-5
143
$947K 0.18%
6,370
-300
144
$947K 0.18%
13,015
-40,650
145
$931K 0.18%
9,149
-11
146
$925K 0.18%
18,813
+117
147
$909K 0.17%
8,543
-197
148
$904K 0.17%
4,639
+42
149
$902K 0.17%
4,011
-115
150
$898K 0.17%
5,833
+278
4 5
6
7 8