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
276
$360K 0.1%
+7,165
277
$355K 0.1%
+2,918
278
$354K 0.1%
+5,522
279
$354K 0.1%
+12,055
280
$354K 0.1%
+12,806
281
$353K 0.1%
+2,935
282
$353K 0.1%
+2,866
283
$352K 0.1%
+4,062
284
$352K 0.1%
+11,667
285
$351K 0.1%
+3,679
286
$346K 0.1%
+21,224
287
$342K 0.09%
+3,230
288
$340K 0.09%
+1,631
289
$340K 0.09%
+39,496
290
$339K 0.09%
+8,592
291
$338K 0.09%
+4,065
292
$334K 0.09%
+18,424
293
$333K 0.09%
+6,351
294
$328K 0.09%
+5,613
295
$328K 0.09%
+13,380
296
$327K 0.09%
+1,986
297
$323K 0.09%
+11,070
298
$319K 0.09%
+12,443
299
– –
0
300
$316K 0.09%
+8,251
10 11
12
13 14