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
176
$845K 0.15%
5,705
+76
177
$838K 0.15%
2,427
+147
178
$830K 0.15%
16,145
-100
179
$827K 0.15%
4,133
-8
180
$824K 0.14%
4,754
+25
181
$812K 0.14%
19,597
+2,708
182
$808K 0.14%
16,204
+727
183
$807K 0.14%
9,093
184
$787K 0.14%
27,648
+519
185
$780K 0.14%
12,626
186
$764K 0.13%
11,820
+2,860
187
$760K 0.13%
5,183
-44
188
$755K 0.13%
4,061
+11
189
$750K 0.13%
10,145
+2,137
190
$749K 0.13%
10,191
-1,004
191
$740K 0.13%
1,017
192
$739K 0.13%
7,566
-6
193
$736K 0.13%
13,415
194
$733K 0.13%
1,205
+178
195
$731K 0.13%
4,882
-11
196
$726K 0.13%
3,421
197
$724K 0.13%
2,263
-3
198
$714K 0.13%
2,109
+466
199
$713K 0.13%
12,404
200
$712K 0.13%
13,682
+5
6 7
8
9 10