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
151
$990K 0.17%
9,658
+10
152
$988K 0.17%
6,760
+720
153
$985K 0.17%
7,296
-46
154
$983K 0.17%
6,832
-118
155
$982K 0.17%
4,141
156
$980K 0.17%
9,093
157
$976K 0.17%
55,231
158
$969K 0.17%
65,798
159
$959K 0.17%
18,991
-95
160
$957K 0.17%
161,609
161
$936K 0.16%
13,917
-7
162
$929K 0.16%
14,399
+6,754
163
$923K 0.16%
9,488
164
$923K 0.16%
4,729
+406
165
$914K 0.16%
5,919
-321
166
$910K 0.16%
283,565
167
$908K 0.16%
15,565
-200
168
$900K 0.16%
2,937
+87
169
$899K 0.16%
9,346
170
$893K 0.16%
11,499
+314
171
$885K 0.16%
23,685
-370
172
$881K 0.15%
5,888
+159
173
$881K 0.15%
2,234
+326
174
$879K 0.15%
27,129
+578
175
$870K 0.15%
3,191
+20
5 6
7
8 9