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
151
$898K 0.17%
5,406
-10
152
$895K 0.17%
9,557
-374
153
$882K 0.17%
14,235
-77
154
$881K 0.17%
14,448
+157
155
$857K 0.16%
9,346
156
$850K 0.16%
3,802
+32
157
$846K 0.16%
19,368
+1,655
158
$842K 0.16%
5,302
-1,168
159
$832K 0.16%
66,027
+2,569
160
$827K 0.16%
7,244
+38
161
$824K 0.16%
16,361
+715
162
$817K 0.16%
10,493
+7,399
163
$815K 0.16%
12,016
-1,625
164
$812K 0.16%
988
-21
165
$809K 0.15%
5,238
-319
166
$794K 0.15%
7,241
-130
167
$791K 0.15%
6,995
-7
168
$785K 0.15%
17,681
-190
169
$782K 0.15%
26,056
-705
170
$781K 0.15%
16,665
-94
171
$774K 0.15%
2,059
-58
172
$766K 0.15%
4,696
-106
173
$766K 0.15%
1,368
-26
174
$764K 0.15%
3,203
-61
175
$758K 0.14%
9,944
-334
5 6
7
8 9