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
301
$379K 0.08%
4,823
-22
302
$377K 0.08%
7,986
-199
303
$375K 0.08%
11,415
304
$374K 0.08%
10,967
-216
305
$374K 0.08%
20,784
-175
306
$373K 0.08%
1,568
307
$373K 0.08%
11,354
308
$372K 0.08%
+3,569
309
$371K 0.08%
12,890
-170
310
$371K 0.08%
+14,979
311
$368K 0.08%
3,622
-96
312
$367K 0.08%
3,546
-38
313
$364K 0.08%
16,457
+1,753
314
$363K 0.08%
1,046
-7
315
$361K 0.08%
26,580
+280
316
$359K 0.08%
11,143
317
$359K 0.08%
6,895
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318
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11,077
319
$350K 0.08%
8,267
-1,245
320
$349K 0.08%
1,750
-24
321
$348K 0.08%
13,691
322
$345K 0.08%
42,614
-135
323
$342K 0.08%
2,532
-38
324
$342K 0.08%
+3,014
325
$340K 0.08%
3,267
+48
11 12
13
14 15