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
$514M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.76M
3
+$2.46M
4
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$2.31M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$888K

Top Sells

1
+$3.11M
2
+$2.96M
3
+$2.08M
4
SSO icon
ProShares Ultra S&P500
SSO
+$1.87M
5
MVV icon
ProShares Ultra MidCap400
MVV
+$1.27M

Sector Composition

1 Technology 21.84%
2 Consumer Discretionary 9.32%
3 Financials 8.34%
4 Industrials 7.37%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$757K 0.14%
19,467
-30
177
$754K 0.14%
22,930
178
$753K 0.14%
7,429
-38
179
$751K 0.14%
9,076
-58
180
$749K 0.14%
12,356
181
$744K 0.14%
23,624
-62
182
$741K 0.14%
14,315
+1,322
183
$732K 0.14%
38,030
-2,339
184
$723K 0.14%
+7,480
185
$708K 0.14%
5,999
-416
186
$707K 0.14%
17,589
-117
187
$706K 0.13%
14,233
-747
188
$701K 0.13%
1,529
+29
189
$700K 0.13%
4,679
+176
190
$699K 0.13%
2,651
-4
191
$698K 0.13%
5,240
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192
$696K 0.13%
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193
$693K 0.13%
31,082
+113
194
$688K 0.13%
1,657
-44
195
$684K 0.13%
13,986
-2,547
196
$681K 0.13%
13,700
+2
197
$677K 0.13%
2,650
-76
198
$673K 0.13%
15,552
-443
199
$663K 0.13%
14,650
-236
200
$657K 0.13%
13,663
+1,506
6 7
8
9 10