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
$522M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$968K
2
+$551K
3
+$525K
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$443K
5
AMZN icon
Amazon
AMZN
+$418K

Top Sells

1
+$2.93M
2
+$2.33M
3
+$1.43M
4
QLD icon
ProShares Ultra QQQ
QLD
+$927K
5
SSO icon
ProShares Ultra S&P500
SSO
+$868K

Sector Composition

1 Technology 18.93%
2 Consumer Discretionary 9.86%
3 Financials 9.6%
4 Industrials 7.71%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$667K 0.13%
7,169
202
$660K 0.13%
7,828
-97
203
$659K 0.13%
3,302
204
$658K 0.13%
1,067
-12
205
$650K 0.12%
4,042
-42
206
$650K 0.12%
1,908
+231
207
$647K 0.12%
3,242
-176
208
$645K 0.12%
6,372
-719
209
$644K 0.12%
26,927
+265
210
$633K 0.12%
9,543
+583
211
$623K 0.12%
5,337
+224
212
$622K 0.12%
4,392
-1,238
213
$620K 0.12%
13,415
-90
214
$618K 0.12%
14,482
+14
215
$618K 0.12%
81,001
+14
216
$611K 0.12%
7,748
+157
217
$610K 0.12%
2,354
-75
218
$608K 0.12%
7,460
+326
219
$606K 0.12%
6,620
+70
220
$603K 0.11%
2,183
-48
221
$603K 0.11%
10,664
222
$599K 0.11%
2,893
+2
223
$595K 0.11%
5,680
-790
224
$594K 0.11%
24,802
225
$590K 0.11%
10,671
-20
7 8
9
10 11