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
151
$982K 0.17%
9,219
-1,076
152
$976K 0.17%
3,490
+299
153
$971K 0.17%
4,026
-311
154
$970K 0.17%
5,885
+28
155
$966K 0.17%
3,580
+356
156
$965K 0.17%
54,931
-300
157
$946K 0.17%
6,980
+220
158
$944K 0.17%
66,636
-1,528
159
$942K 0.17%
14,361
+444
160
$941K 0.17%
2,385
161
$938K 0.16%
15,550
-15
162
$929K 0.16%
2,802
-135
163
$928K 0.16%
161,609
164
$925K 0.16%
2,344
+296
165
$922K 0.16%
3,034
-221
166
$918K 0.16%
6,041
+153
167
$909K 0.16%
11,752
+1,136
168
$897K 0.16%
11,637
+138
169
$892K 0.16%
9,488
170
$878K 0.15%
65,708
-90
171
$878K 0.15%
43,049
+14,853
172
$871K 0.15%
367
173
$864K 0.15%
23,685
174
$851K 0.15%
5,443
175
$847K 0.15%
9,346
5 6
7
8 9