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
$452M
AUM Growth
-$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$1.51M
3
+$1.31M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.27M
5
IYW icon
iShares US Technology ETF
IYW
+$1.12M

Top Sells

1
+$34.1M
2
+$9.37M
3
+$4.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.54M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.31M

Sector Composition

1 Technology 13.28%
2 Financials 9.55%
3 Consumer Discretionary 8.26%
4 Industrials 7.55%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$605K 0.13%
12,462
+240
227
$601K 0.13%
9,562
+7
228
$600K 0.13%
18,060
+2,520
229
$599K 0.13%
8,748
-323
230
$591K 0.13%
9,291
+430
231
$585K 0.13%
19,262
+4,801
232
$578K 0.13%
131,439
-72,156
233
$575K 0.13%
4,990
+760
234
$568K 0.13%
10,620
+1,034
235
$566K 0.13%
10,280
-152
236
$566K 0.13%
+17,412
237
$565K 0.13%
30,658
+1,845
238
$559K 0.12%
19,062
-530
239
$559K 0.12%
3,368
-392
240
$554K 0.12%
15,037
-398
241
$550K 0.12%
3,349
-1
242
$542K 0.12%
25,015
-120
243
$540K 0.12%
8,252
-240
244
$524K 0.12%
20,530
-901
245
$523K 0.12%
13,632
-606
246
$522K 0.12%
14,209
+8,661
247
$521K 0.12%
2,549
-124
248
$517K 0.11%
9,784
+252
249
$511K 0.11%
10,502
-453
250
$509K 0.11%
28,081
8 9
10
11 12