IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
1-Year Return
22.84%
This Quarter Return
-0.45%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$567M
AUM Growth
-$2.17M
(-0.38%)
Cap. Flow
+$3.46M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
20.58%
Holding
503
New
14
Increased
158
Reduced
166
Closed
24
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$4.76M |
| 2 |
Amazon
AMZN
|
$650K |
| 3 |
Vermilion Energy
VET
|
$421K |
| 4 |
PARA
Paramount Global Class B
PARA
|
$390K |
| 5 |
Nuveen ESG Large-Cap Value ETF
NULV
|
$359K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.59M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.3M |
| 3 |
FlexShares Ultra-Short Income Fund
RAVI
|
$912K |
| 4 |
Microsoft
MSFT
|
$513K |
| 5 |
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% |
