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
$570M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$724K
3
+$542K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$507K
5
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$436K

Top Sells

1
+$2.58M
2
+$866K
3
+$768K
4
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$745K
5
DVY icon
iShares Select Dividend ETF
DVY
+$704K

Sector Composition

1 Technology 20.25%
2 Consumer Discretionary 9.82%
3 Financials 9.58%
4 Industrials 7.28%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$699K 0.12%
8,222
+147
202
$698K 0.12%
6,529
-156
203
$687K 0.12%
2,048
+146
204
$684K 0.12%
7,169
205
$679K 0.12%
11,337
-159
206
$677K 0.12%
3,302
207
$670K 0.12%
2,895
+2
208
$669K 0.12%
5,308
-29
209
$668K 0.12%
2,266
+83
210
$666K 0.12%
6,228
-144
211
$664K 0.12%
7,737
+277
212
$662K 0.12%
8,039
+291
213
$658K 0.12%
7,541
-40
214
$657K 0.12%
7,572
-54
215
$655K 0.12%
6,632
+12
216
$650K 0.11%
24,702
-100
217
$649K 0.11%
18,847
-673
218
$643K 0.11%
14,490
+8
219
$642K 0.11%
10,644
+675
220
$642K 0.11%
9,804
+261
221
$639K 0.11%
13,415
222
$637K 0.11%
9,704
+515
223
$632K 0.11%
10,664
224
$630K 0.11%
7,828
225
$630K 0.11%
23,133
+419
7 8
9
10 11