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
151
$862K 0.18%
4,802
-173
152
$858K 0.18%
9,346
-69
153
$843K 0.18%
5,555
+114
154
$843K 0.18%
4,597
+604
155
$838K 0.18%
3,825
-332
156
$832K 0.17%
9,931
-949
157
$824K 0.17%
+30,832
158
$822K 0.17%
9,900
+898
159
$813K 0.17%
7,371
+159
160
$810K 0.17%
3,264
-122
161
$806K 0.17%
5,416
-52
162
$802K 0.17%
9,160
-62
163
$792K 0.17%
14,291
+150
164
$792K 0.17%
5,646
-115
165
$784K 0.16%
16,533
-1,107
166
$779K 0.16%
3,162
-259
167
$777K 0.16%
7,467
-128
168
$773K 0.16%
10,278
-1,289
169
$768K 0.16%
26,761
-2,583
170
$768K 0.16%
19,497
+1,533
171
$758K 0.16%
42,850
-50
172
$758K 0.16%
16,759
-9,819
173
$757K 0.16%
12,883
+1,969
174
$755K 0.16%
17,713
+11,253
175
$754K 0.16%
9,144
+1,431
5 6
7
8 9