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
301
$316K 0.09%
+14,076
302
$314K 0.09%
+2,451
303
$313K 0.09%
+10,471
304
$309K 0.09%
+10,611
305
$309K 0.09%
+1,084
306
$305K 0.08%
+45,600
307
$304K 0.08%
+6,072
308
$304K 0.08%
+5,550
309
$303K 0.08%
+25,768
310
$303K 0.08%
+4,075
311
$302K 0.08%
+5,608
312
$300K 0.08%
+4,236
313
$296K 0.08%
+5,664
314
$295K 0.08%
+9,204
315
$295K 0.08%
+6,060
316
$294K 0.08%
+3,398
317
$293K 0.08%
+7,605
318
$292K 0.08%
+12,027
319
$291K 0.08%
+8,970
320
$291K 0.08%
+2,056
321
$291K 0.08%
+23,138
322
$289K 0.08%
+8,700
323
$288K 0.08%
+1,719
324
$285K 0.08%
+2,800
325
$285K 0.08%
+20,349