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
251
$508K 0.11%
+17,173
252
$507K 0.11%
20,020
253
$502K 0.11%
12,140
-1,000
254
$497K 0.11%
9,123
+992
255
$493K 0.11%
18,541
+1,007
256
$492K 0.11%
2,707
+177
257
$489K 0.11%
+8,423
258
$486K 0.11%
9,258
+84
259
$483K 0.11%
3,339
-135
260
$482K 0.11%
5,209
-69
261
$477K 0.11%
74,339
262
$470K 0.1%
+5,884
263
$468K 0.1%
4,220
+317
264
$466K 0.1%
26,232
-536
265
$465K 0.1%
16,099
+12
266
$465K 0.1%
3,441
+22
267
$465K 0.1%
11,858
+4,182
268
$464K 0.1%
1,175
+120
269
$463K 0.1%
2,802
+45
270
$462K 0.1%
6,447
-5
271
$461K 0.1%
20,158
-90
272
$455K 0.1%
2,745
-100
273
$455K 0.1%
14,987
-693
274
$453K 0.1%
9,659
275
$452K 0.1%
5,379
+122
9 10
11
12 13