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
251
$432K 0.12%
+6,816
252
$423K 0.12%
+21,314
253
$422K 0.12%
+4,548
254
$413K 0.11%
+73,155
255
$409K 0.11%
+2,063
256
$409K 0.11%
+8,080
257
$407K 0.11%
+4,307
258
$403K 0.11%
+11,143
259
$403K 0.11%
+2,105
260
$401K 0.11%
+47,108
261
$397K 0.11%
+33,015
262
$396K 0.11%
+11,891
263
$396K 0.11%
+9,129
264
$393K 0.11%
+808
265
$393K 0.11%
+2,824
266
$392K 0.11%
+2,915
267
$390K 0.11%
+7,674
268
$389K 0.11%
+23,876
269
$387K 0.11%
+2,411
270
$382K 0.11%
+17,663
271
$377K 0.1%
+20,785
272
$374K 0.1%
+5,649
273
$367K 0.1%
+6,120
274
$361K 0.1%
+17,251
275
$361K 0.1%
+6,961
9 10
11
12 13