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
276
$451K 0.1%
2,634
277
$450K 0.1%
5,819
-280
278
$449K 0.1%
9,490
-3,086
279
$448K 0.1%
6,727
280
$447K 0.1%
6,146
-425
281
$445K 0.1%
20,518
282
$441K 0.1%
29,610
-12,510
283
$440K 0.1%
3,713
-5
284
$437K 0.1%
6,547
+2,232
285
$433K 0.1%
3,912
+384
286
$430K 0.1%
4,711
+190
287
$422K 0.09%
8,489
-65
288
$419K 0.09%
24,793
+15,329
289
$408K 0.09%
7,710
+156
290
$398K 0.09%
2,114
291
$398K 0.09%
2,902
+101
292
$398K 0.09%
1,270
-74
293
$395K 0.09%
7,858
-175
294
$394K 0.09%
1,342
+62
295
$393K 0.09%
1,913
-200
296
$392K 0.09%
17,200
+4,440
297
$389K 0.09%
1,663
-100
298
$386K 0.09%
7,207
+380
299
$384K 0.09%
9,372
-859
300
$383K 0.08%
2,875
-30
10 11
12
13 14