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
276
$420K 0.09%
+20,248
277
$420K 0.09%
5,257
-230
278
$417K 0.09%
+2,113
279
$417K 0.09%
3,718
-254
280
$417K 0.09%
1,763
281
$416K 0.09%
+2,634
282
$402K 0.09%
+7,554
283
$402K 0.09%
+3,584
284
$396K 0.09%
+6,703
285
$393K 0.09%
13,060
-2,840
286
$390K 0.08%
4,521
-1,994
287
$376K 0.08%
11,183
+6
288
$374K 0.08%
+5,762
289
$373K 0.08%
8,185
-187
290
$372K 0.08%
6,674
-8,412
291
$369K 0.08%
14,461
-537
292
$368K 0.08%
+6,827
293
$368K 0.08%
2,090
-300
294
$367K 0.08%
1,053
+17
295
$366K 0.08%
1,055
+104
296
$364K 0.08%
8,554
-22
297
$363K 0.08%
11,415
298
$360K 0.08%
+2,905
299
$358K 0.08%
11,354
300
$355K 0.08%
+11,143
10 11
12
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