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
$514M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.76M
3
+$2.46M
4
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$2.31M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$888K

Top Sells

1
+$3.11M
2
+$2.96M
3
+$2.08M
4
SSO icon
ProShares Ultra S&P500
SSO
+$1.87M
5
MVV icon
ProShares Ultra MidCap400
MVV
+$1.27M

Sector Composition

1 Technology 21.84%
2 Consumer Discretionary 9.32%
3 Financials 8.34%
4 Industrials 7.37%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.4M 4.47%
843,470
-12,370
2
$21.2M 4.04%
128,426
-1,681
3
$14.5M 2.76%
50,180
-330
4
$11.4M 2.17%
35,475
+12,009
5
$9.38M 1.79%
90,790
+7,285
6
$8.01M 1.53%
76,929
-1,970
7
$7.45M 1.42%
19,335
-125
8
$7.41M 1.41%
18,093
-1,159
9
$6.47M 1.24%
62,380
+7,353
10
$5.41M 1.03%
29,085
-47
11
$4.9M 0.94%
23,631
-58
12
$4.7M 0.9%
20,888
-100
13
$4.51M 0.86%
45,068
+2,196
14
$4.44M 0.85%
20,959
-238
15
$4.33M 0.83%
265,760
-4,452
16
$4.27M 0.82%
8,602
-170
17
$4.11M 0.78%
40,616
-1,953
18
$4M 0.76%
52,627
-582
19
$3.99M 0.76%
75,320
-140
20
$3.85M 0.73%
57,891
-601
21
$3.76M 0.72%
10,342
-225
22
$3.74M 0.71%
49,502
-118
23
$3.61M 0.69%
14,463
-203
24
$3.6M 0.69%
39,770
+1,134
25
$3.5M 0.67%
21,974
-478
1
2 3 4 5