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
$778M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.36M
3
+$4.58M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.19M
5
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$3.01M

Top Sells

1
+$4.21M
2
+$3.93M
3
+$802K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$691K
5
VAW icon
Vanguard Materials ETF
VAW
+$593K

Sector Composition

1 Technology 26.78%
2 Financials 9.54%
3 Consumer Discretionary 8.34%
4 Industrials 7.63%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$785K 0.1%
9,676
+186
227
$779K 0.1%
22,303
+63
228
$778K 0.1%
2,549
+5
229
$778K 0.1%
10,590
-27
230
$773K 0.1%
1,503
-326
231
$762K 0.1%
12,790
232
$757K 0.1%
22,807
-380
233
$757K 0.1%
12,989
-1,183
234
$752K 0.1%
10,499
-205
235
$750K 0.1%
6,310
-116
236
$750K 0.1%
2,035
+444
237
$743K 0.1%
9,944
-64
238
$726K 0.09%
3,594
-50
239
$724K 0.09%
2,311
240
$717K 0.09%
+10,538
241
$704K 0.09%
2,843
+448
242
$677K 0.09%
4,234
243
$665K 0.09%
7,875
-6,009
244
$663K 0.09%
8,476
-868
245
$657K 0.08%
13,101
+175
246
$650K 0.08%
3,803
-215
247
$644K 0.08%
3,851
-39
248
$643K 0.08%
11,677
-45
249
$642K 0.08%
3,130
-174
250
$641K 0.08%
1,818
-38
8 9
10
11 12