IFWM

Institute for Wealth Management Portfolio holdings

AUM $943M
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.52%
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
+$913K
2
+$704K
3
+$494K
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$442K
5
BIDU icon
Baidu
BIDU
+$429K

Top Sells

1
+$2.85M
2
+$2.33M
3
+$1.43M
4
RESN
Resonant Inc.
RESN
+$1.08M
5
QLD icon
ProShares Ultra QQQ
QLD
+$939K

Sector Composition

1 Technology 18.93%
2 Consumer Discretionary 9.86%
3 Financials 9.6%
4 Industrials 7.71%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.7M 3.19%
136,505
+525
2
$12.8M 2.46%
54,439
-1,618
3
$10.7M 2.05%
69,120
+2,700
4
$10.2M 1.96%
766,120
-3,760
5
$9.64M 1.85%
20,276
-833
6
$9.18M 1.76%
37,801
-757
7
$8.52M 1.63%
77,939
-3,970
8
$6.39M 1.22%
21,687
-282
9
$6.02M 1.15%
15,181
-1,600
10
$5.86M 1.12%
26,328
-72
11
$5.63M 1.08%
29,806
+159
12
$5.52M 1.06%
29,904
-512
13
$5.25M 1.01%
179,092
-31,632
14
$4.87M 0.93%
18,962
-1,321
15
$4.78M 0.91%
39,208
-4,553
16
$4.74M 0.91%
291,848
-3,272
17
$4.7M 0.9%
55,256
-680
18
$4.7M 0.9%
14,727
-2,200
19
$4.55M 0.87%
44,120
-700
20
$4.52M 0.87%
75,970
-560
21
$4.41M 0.84%
52,625
-2,242
22
$4.32M 0.83%
11,846
+555
23
$3.95M 0.76%
9,925
-7,370
24
$3.9M 0.75%
17,182
+263
25
$3.66M 0.7%
94,711
-2,606
1
2 3 4 5