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
$567M
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$650K
3
+$421K
4
PARA
Paramount Global Class B
PARA
+$390K
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$359K

Top Sells

1
+$3.59M
2
+$1.3M
3
+$912K
4
MSFT icon
Microsoft
MSFT
+$513K
5
APD icon
Air Products & Chemicals
APD
+$463K

Sector Composition

1 Technology 20.36%
2 Consumer Discretionary 9.98%
3 Financials 9.79%
4 Industrials 6.96%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.4M 3.41%
137,321
-912
2
$15.6M 2.73%
750,670
-6,210
3
$15M 2.63%
53,060
-1,818
4
$12.7M 2.24%
77,580
+3,960
5
$11.5M 2.02%
19,979
-142
6
$9.97M 1.75%
27,845
+13,288
7
$9.76M 1.71%
37,493
-286
8
$8.64M 1.52%
78,324
+585
9
$7.43M 1.3%
21,890
+463
10
$6.78M 1.19%
26,235
+120
11
$6.41M 1.12%
88,056
-1,262
12
$5.8M 1.02%
30,167
-47
13
$5.78M 1.01%
43,220
14
$5.36M 0.94%
31,661
+1,579
15
$5.33M 0.94%
287,856
-3,056
16
$5.27M 0.92%
18,148
-655
17
$5.08M 0.89%
11,835
-3,026
18
$5.06M 0.89%
38,381
-334
19
$4.94M 0.87%
55,250
-6
20
$4.39M 0.77%
52,218
-174
21
$4.36M 0.77%
18,185
+96
22
$4.32M 0.76%
75,900
-30
23
$4.02M 0.7%
94,606
+745
24
$3.97M 0.7%
8,829
25
$3.74M 0.66%
21,370
1
2 3 4 5