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
201
$648K 0.14%
1,394
+98
202
$647K 0.14%
140,038
-4,738
203
$642K 0.13%
4,542
+111
204
$640K 0.13%
+12,993
205
$637K 0.13%
7,235
+957
206
$637K 0.13%
2,655
-33
207
$635K 0.13%
2,660
-5
208
$634K 0.13%
12,404
209
$634K 0.13%
10,221
+1,608
210
$633K 0.13%
2,372
-249
211
$632K 0.13%
4,561
+1,000
212
$620K 0.13%
4,086
-127
213
$614K 0.13%
4,357
-17
214
$612K 0.13%
4,356
-4
215
$607K 0.13%
7,626
-71
216
$603K 0.13%
4,410
+689
217
$601K 0.13%
7,087
+247
218
$596K 0.13%
3,109
-135
219
$594K 0.12%
8,207
-25
220
$592K 0.12%
15,995
-113
221
$588K 0.12%
6,064
-78
222
$585K 0.12%
6,415
+58
223
$583K 0.12%
9,919
-61
224
$583K 0.12%
4,595
+67
225
$583K 0.12%
2,405
7 8
9
10 11