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
276
$548K 0.07%
2,055
-25
277
$544K 0.07%
10,502
+234
278
$542K 0.07%
2,384
+653
279
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7,144
-39
280
$540K 0.07%
25,156
281
$538K 0.07%
849
282
$536K 0.07%
10,154
+3
283
$530K 0.07%
10,759
-263
284
$515K 0.07%
78,696
-134
285
$515K 0.07%
53,689
+1,371
286
$512K 0.07%
56,370
-2,708
287
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758
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288
$502K 0.06%
7,647
+2,332
289
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4,535
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290
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23,868
291
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48,910
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292
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10,710
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293
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294
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4,069
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295
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296
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6,638
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297
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298
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1,829
+1,052
299
$476K 0.06%
19,707
-40
300
$475K 0.06%
4,345
-55
10 11
12
13 14