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
151
$925K 0.18%
11,185
+260
152
$921K 0.18%
17,160
-144
153
$921K 0.18%
55,231
-110
154
$920K 0.17%
161,609
-2,976
155
$918K 0.17%
9,093
156
$916K 0.17%
9,346
-26
157
$913K 0.17%
2,444
-100
158
$907K 0.17%
12,498
+876
159
$904K 0.17%
6,950
+958
160
$899K 0.17%
11,451
+1,689
161
$895K 0.17%
9,488
162
$890K 0.17%
65,798
-1,638
163
$879K 0.17%
9,648
-107
164
$877K 0.17%
13,924
+127
165
$866K 0.16%
9,880
-5,794
166
$862K 0.16%
5,729
-159
167
$859K 0.16%
26,551
+4,496
168
$850K 0.16%
365
+4
169
$848K 0.16%
24,055
170
$848K 0.16%
4,282
+709
171
$834K 0.16%
5,629
-143
172
$829K 0.16%
2,244
+239
173
$820K 0.16%
5,091
-12
174
$820K 0.16%
3,814
+144
175
$812K 0.15%
5,610
5 6
7
8 9