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
$469M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$824K
2
+$690K
3
+$654K
4
JHML icon
John Hancock Multifactor Large Cap ETF
JHML
+$640K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$630K

Top Sells

1
+$1.67M
2
+$856K
3
+$691K
4
AAPL icon
Apple
AAPL
+$555K
5
C icon
Citigroup
C
+$444K

Sector Composition

1 Technology 18.54%
2 Financials 9.4%
3 Consumer Discretionary 8.94%
4 Industrials 8.03%
5 Healthcare 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 3.55%
130,107
-4,274
2
$12.5M 2.63%
855,840
+14,180
3
$12.1M 2.55%
50,510
-1,541
4
$7.83M 1.65%
78,899
-497
5
$7.36M 1.55%
19,252
+624
6
$7.01M 1.47%
83,505
-1,204
7
$6.55M 1.38%
19,460
-963
8
$6.25M 1.31%
23,466
+1,574
9
$4.86M 1.02%
55,027
+1,897
10
$4.81M 1.01%
29,132
-1,148
11
$4.18M 0.88%
42,569
+4,359
12
$4M 0.84%
8,772
-61
13
$3.87M 0.81%
53,665
-4,003
14
$3.78M 0.79%
53,209
-738
15
$3.75M 0.79%
270,212
-4,504
16
$3.74M 0.79%
49,620
-1,297
17
$3.72M 0.78%
42,872
+7,533
18
$3.69M 0.78%
10,741
-97
19
$3.68M 0.77%
107,479
+18,412
20
$3.67M 0.77%
10,567
-81
21
$3.63M 0.76%
22,452
-258
22
$3.54M 0.74%
13,464
-126
23
$3.48M 0.73%
20,988
-235
24
$3.41M 0.72%
11,025
-7
25
$3.27M 0.69%
38,636
-3,463
1
2 3 4 5