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
176
$868K 0.15%
5,227
+136
177
$866K 0.15%
5,443
-167
178
$863K 0.15%
2,280
+36
179
$862K 0.15%
16,245
-113
180
$854K 0.15%
10,616
+705
181
$824K 0.14%
11,195
-18
182
$803K 0.14%
367
+2
183
$788K 0.14%
3,255
+111
184
$786K 0.14%
12,420
-48
185
$776K 0.14%
15,477
-114
186
$768K 0.13%
5,629
187
$767K 0.13%
3,224
-18
188
$763K 0.13%
16,889
+882
189
$763K 0.13%
12,626
190
$758K 0.13%
3,759
-55
191
$748K 0.13%
82,699
+1,698
192
$740K 0.13%
3,421
193
$738K 0.13%
9,494
-465
194
$738K 0.13%
4,893
+501
195
$734K 0.13%
1,017
-50
196
$724K 0.13%
+12,404
197
$717K 0.13%
13,677
+2
198
$711K 0.12%
1,449
199
$701K 0.12%
4,042
200
$699K 0.12%
4,050
+110
6 7
8
9 10