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
$469M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$824K
2
+$690K
3
+$654K
4
JHML icon
John Hancock Multifactor Large Cap ETF
JHML
+$640K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$630K

Top Sells

1
+$1.67M
2
+$856K
3
+$691K
4
AAPL icon
Apple
AAPL
+$555K
5
C icon
Citigroup
C
+$444K

Sector Composition

1 Technology 18.54%
2 Financials 9.4%
3 Consumer Discretionary 8.94%
4 Industrials 8.03%
5 Healthcare 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$749K 0.16%
12,356
+252
177
$744K 0.16%
2,117
-6
178
$743K 0.16%
40,369
+3,588
179
$741K 0.16%
17,871
-65
180
$741K 0.16%
14,980
-4,115
181
$738K 0.16%
63,458
-2,066
182
$736K 0.15%
14,312
183
$734K 0.15%
364
184
$732K 0.15%
5,557
-30
185
$728K 0.15%
1,009
-30
186
$726K 0.15%
22,930
-220
187
$723K 0.15%
2,726
-75
188
$712K 0.15%
23,686
-1,238
189
$712K 0.15%
17,706
-278
190
$709K 0.15%
7,604
-77
191
$708K 0.15%
7,002
+368
192
$701K 0.15%
14,886
+10
193
$690K 0.15%
+12,557
194
$682K 0.14%
1,701
-45
195
$666K 0.14%
13,698
+5
196
$664K 0.14%
1,500
+21
197
$657K 0.14%
3,786
-81
198
$653K 0.14%
19,066
199
$651K 0.14%
3,602
-52
200
$650K 0.14%
7,569
-400
6 7
8
9 10