IFWM

Institute for Wealth Management Portfolio holdings

AUM $960M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$7.8M
3
+$7.13M
4
MSFT icon
Microsoft
MSFT
+$5.57M
5
SBUX icon
Starbucks
SBUX
+$5.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.63%
2 Financials 8.27%
3 Industrials 7.44%
4 Consumer Discretionary 7.13%
5 Healthcare 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$494K 0.14%
+6,573
227
$492K 0.14%
+3,859
228
$491K 0.14%
+18,101
229
$490K 0.13%
+6,411
230
$489K 0.13%
+13,646
231
$486K 0.13%
+8,169
232
$484K 0.13%
+25,269
233
$480K 0.13%
+10,136
234
$480K 0.13%
+11,348
235
$477K 0.13%
+1,751
236
– –
0
237
$471K 0.13%
+2,529
238
$466K 0.13%
+9,452
239
$466K 0.13%
+4,175
240
$465K 0.13%
+7,111
241
$462K 0.13%
+30,804
242
$453K 0.12%
+6,183
243
$452K 0.12%
+27,128
244
$447K 0.12%
+13,436
245
$444K 0.12%
+2,693
246
$442K 0.12%
+17,415
247
$441K 0.12%
+9,063
248
$440K 0.12%
+7,950
249
$437K 0.12%
+7,342
250
$433K 0.12%
+8,800
8 9
10
11 12