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
$570M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$724K
3
+$542K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$507K
5
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$436K

Top Sells

1
+$2.58M
2
+$866K
3
+$768K
4
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$745K
5
DVY icon
iShares Select Dividend ETF
DVY
+$704K

Sector Composition

1 Technology 20.25%
2 Consumer Discretionary 9.82%
3 Financials 9.58%
4 Industrials 7.28%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.9M 3.32%
138,233
+1,728
2
$15.1M 2.66%
756,880
-9,240
3
$14.9M 2.61%
54,878
+439
4
$12.7M 2.22%
73,620
+4,500
5
$11.8M 2.07%
20,121
-155
6
$11M 1.93%
37,779
-22
7
$8.69M 1.53%
77,739
-200
8
$7.45M 1.31%
21,427
-260
9
$6.41M 1.13%
89,318
-228
10
$6.36M 1.12%
14,861
-320
11
$5.92M 1.04%
26,115
-213
12
$5.81M 1.02%
30,214
+408
13
$5.39M 0.95%
18,803
-159
14
$5.31M 0.93%
290,912
-936
15
$5.29M 0.93%
30,082
+178
16
$5.28M 0.93%
43,220
-900
17
$5.16M 0.91%
14,557
-170
18
$5.14M 0.9%
38,715
-493
19
$4.95M 0.87%
55,256
20
$4.94M 0.87%
75,930
-40
21
$4.57M 0.8%
11,610
-236
22
$4.49M 0.79%
52,392
-233
23
$4.41M 0.77%
18,089
+907
24
$3.87M 0.68%
93,861
-850
25
$3.78M 0.66%
21,370
-20
1
2 3 4 5