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
251
$638K 0.08%
7,641
-205
252
$634K 0.08%
4,773
-60
253
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12,197
254
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255
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256
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7,698
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258
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311
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259
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260
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9,910
261
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262
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273
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274
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275
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2,164
9 10
11
12 13