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
$460M
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12M
3
+$9.99M
4
MSFT icon
Microsoft
MSFT
+$8.75M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.29M

Top Sells

1
+$2.57M
2
+$1.47M
3
+$1.22M
4
XOM icon
Exxon Mobil
XOM
+$1.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.13M

Sector Composition

1 Technology 14.8%
2 Financials 8.87%
3 Consumer Discretionary 7.48%
4 Industrials 6.93%
5 Healthcare 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$546K 0.12%
26,983
+16,566
227
$540K 0.12%
+1,786
228
$540K 0.12%
+14,238
229
$535K 0.12%
25,135
-23
230
$535K 0.12%
21,431
-4,326
231
$534K 0.12%
8,861
+627
232
$532K 0.12%
+8,033
233
$531K 0.12%
11,675
-475
234
$527K 0.11%
2,673
+411
235
$526K 0.11%
28,813
+1,189
236
$518K 0.11%
+19,691
237
$514K 0.11%
+15,540
238
$513K 0.11%
+7,487
239
$506K 0.11%
+9,586
240
$503K 0.11%
+10,006
241
$503K 0.11%
6,099
-140
242
$502K 0.11%
28,081
-100
243
$502K 0.11%
12,315
244
$501K 0.11%
+20,020
245
$498K 0.11%
9,532
+284
246
$498K 0.11%
+5,278
247
$483K 0.11%
15,680
-3,521
248
$483K 0.11%
6,727
249
$479K 0.1%
13,140
250
$479K 0.1%
3,760
-350
8 9
10
11 12