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
301
$352K 0.08%
+3,528
302
$350K 0.08%
+1,280
303
$350K 0.08%
+5,997
304
$350K 0.08%
3,718
-9
305
$349K 0.08%
4,131
-7,602
306
$346K 0.08%
3,985
-29,553
307
$344K 0.07%
+2,801
308
$342K 0.07%
42,749
309
$342K 0.07%
26,300
+420
310
$341K 0.07%
1,568
-21
311
$340K 0.07%
13,691
312
$339K 0.07%
3,727
+501
313
$334K 0.07%
+3,731
314
$333K 0.07%
8,474
-2,047
315
$331K 0.07%
+1,774
316
$331K 0.07%
7,449
-19,434
317
$328K 0.07%
+1,254
318
$327K 0.07%
11,070
319
$323K 0.07%
+2,114
320
$321K 0.07%
6,079
-25
321
$319K 0.07%
11,894
+454
322
$318K 0.07%
14,704
+1,349
323
$318K 0.07%
+2,227
324
$316K 0.07%
11,221
+1,117
325
$314K 0.07%
+8,642
11 12
13
14 15