IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
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
+$968K
2
+$551K
3
+$525K
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$443K
5
AMZN icon
Amazon
AMZN
+$418K

Top Sells

1
+$2.93M
2
+$2.33M
3
+$1.43M
4
QLD icon
ProShares Ultra QQQ
QLD
+$927K
5
SSO icon
ProShares Ultra S&P500
SSO
+$868K

Sector Composition

1 Technology 18.93%
2 Consumer Discretionary 9.86%
3 Financials 9.6%
4 Industrials 7.71%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.7M 3.17%
136,505
+525
2
$12.8M 2.44%
54,439
-1,618
3
$10.7M 2.03%
69,120
+2,700
4
$10.2M 1.94%
766,120
-3,760
5
$9.64M 1.83%
20,276
-833
6
$9.18M 1.75%
37,801
-757
7
$8.52M 1.62%
77,939
-3,970
8
$6.39M 1.21%
21,687
-282
9
$6.02M 1.14%
15,181
-1,600
10
$5.86M 1.11%
26,328
-72
11
$5.63M 1.07%
29,806
+159
12
$5.52M 1.05%
29,904
-512
13
$5.25M 1%
89,546
-15,816
14
$4.87M 0.93%
18,962
-1,321
15
$4.78M 0.91%
39,208
-4,553
16
$4.74M 0.9%
291,848
-3,272
17
$4.7M 0.89%
55,256
-680
18
$4.7M 0.89%
14,727
-2,200
19
$4.55M 0.87%
44,120
-700
20
$4.52M 0.86%
75,970
-560
21
$4.41M 0.84%
52,625
-2,242
22
$4.32M 0.82%
11,846
+555
23
$3.95M 0.75%
9,925
-7,370
24
$3.9M 0.74%
17,182
+263
25
$3.66M 0.7%
94,711
-2,606
1
2 3 4 5