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
$567M
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$650K
3
+$421K
4
PARA
Paramount Global Class B
PARA
+$390K
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$359K

Top Sells

1
+$3.59M
2
+$1.3M
3
+$912K
4
MSFT icon
Microsoft
MSFT
+$513K
5
APD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$711K 0.12%
12,354
-66
202
$711K 0.12%
2,227
-7
203
$710K 0.12%
4,043
+1
204
$703K 0.12%
11,701
+364
205
$701K 0.12%
6,465
-64
206
$697K 0.12%
1,449
207
$694K 0.12%
9,244
-250
208
$689K 0.12%
11,734
+1,070
209
$686K 0.12%
283,565
210
$683K 0.12%
79,442
-3,257
211
$677K 0.12%
3,734
-25
212
$671K 0.12%
18,855
+8
213
$667K 0.12%
9,840
+36
214
$664K 0.12%
4,771
+863
215
$659K 0.12%
6,696
+64
216
$653K 0.11%
3,362
217
$651K 0.11%
2,683
218
$651K 0.11%
3,633
+243
219
$650K 0.11%
5,745
220
$648K 0.11%
1,070
-12
221
$645K 0.11%
14,512
+22
222
$640K 0.11%
5,025
-283
223
$638K 0.11%
6,045
-183
224
$637K 0.11%
24,702
225
$634K 0.11%
10,671
7 8
9
10 11