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
201
$655K 0.13%
3,113
-49
202
$655K 0.13%
4,526
-16
203
$654K 0.12%
12,404
204
$652K 0.12%
19,140
+74
205
$650K 0.12%
5,363
206
$646K 0.12%
10,614
-732
207
$643K 0.12%
7,106
+19
208
$642K 0.12%
12,377
-180
209
$635K 0.12%
4,601
+245
210
$635K 0.12%
8,975
-45
211
$632K 0.12%
4,530
-65
212
$632K 0.12%
3,777
-9
213
$626K 0.12%
2,192
-180
214
$625K 0.12%
14,252
+1,369
215
$620K 0.12%
3,205
+96
216
$619K 0.12%
7,458
-111
217
$618K 0.12%
3,391
-211
218
$617K 0.12%
10,589
219
$616K 0.12%
20,072
+1,513
220
$616K 0.12%
3,043
221
$613K 0.12%
130,971
-9,067
222
$611K 0.12%
8,011
-1,889
223
$609K 0.12%
1,116
+13
224
$605K 0.12%
1,050
+26
225
$599K 0.11%
6,015
-49
7 8
9
10 11