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
251
$475K 0.1%
+9,174
252
$473K 0.1%
+3,474
253
$468K 0.1%
+16,087
254
$468K 0.1%
6,571
+152
255
$464K 0.1%
+4,230
256
$462K 0.1%
17,534
+668
257
$459K 0.1%
+9,659
258
$455K 0.1%
+2,845
259
$454K 0.1%
+74,339
260
$448K 0.1%
+10,231
261
$446K 0.1%
3,419
-66
262
$442K 0.1%
+6,452
263
$442K 0.1%
20,518
264
$440K 0.1%
2,757
-44
265
$439K 0.1%
+8,131
266
$439K 0.1%
1,270
-16
267
$436K 0.09%
6,831
268
$429K 0.09%
+4,845
269
$428K 0.09%
+2,530
270
$428K 0.09%
9,512
-388
271
$425K 0.09%
20,959
272
$422K 0.09%
+26,768
273
$422K 0.09%
5,502
-332
274
$421K 0.09%
+9,479
275
$420K 0.09%
+3,903
9 10
11
12 13