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
176
$801K 0.15%
6,240
177
$797K 0.15%
12,468
+17
178
$796K 0.15%
6,685
+295
179
$790K 0.15%
12,130
+230
180
$786K 0.15%
64,125
+5,573
181
$782K 0.15%
9,911
+181
182
$780K 0.15%
3,171
+288
183
$779K 0.15%
6,206
-995
184
$776K 0.15%
11,213
+179
185
$772K 0.15%
15,591
-691
186
$772K 0.15%
15,765
+1,105
187
$744K 0.14%
4,323
+783
188
$733K 0.14%
9,959
-110
189
$712K 0.14%
8,075
-156
190
$707K 0.13%
3,940
+68
191
$702K 0.13%
2,850
+252
192
$696K 0.13%
13,675
+1
193
$695K 0.13%
19,520
-747
194
$693K 0.13%
3,421
-33
195
$693K 0.13%
16,007
+3,693
196
$692K 0.13%
30,252
-1,686
197
$690K 0.13%
9,969
+1,220
198
$690K 0.13%
1,449
+1
199
$675K 0.13%
12,626
-950
200
$668K 0.13%
6,040
+190
6 7
8
9 10