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
301
$473K 0.06%
5,500
302
$470K 0.06%
3,643
+1,108
303
$470K 0.06%
44,716
+9,200
304
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1,008
305
$469K 0.06%
7,820
+2,850
306
$468K 0.06%
60,275
+1,209
307
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+5,929
308
$458K 0.06%
5,150
309
$457K 0.06%
+2,784
310
$456K 0.06%
917
311
$455K 0.06%
6,097
+2,835
312
$455K 0.06%
15,549
-413
313
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17,108
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314
$451K 0.06%
28,177
315
$450K 0.06%
10,662
-45
316
$449K 0.06%
1,069
+1
317
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318
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832
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319
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11,301
320
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4,108
-83
321
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10,537
322
$432K 0.06%
3,377
323
$430K 0.06%
1,459
324
$428K 0.05%
3,556
325
$426K 0.05%
8,732
-422
11 12
13
14 15