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
326
$280K 0.08%
+8,191
327
$279K 0.08%
+5,861
328
$278K 0.08%
+18,898
329
$278K 0.08%
+5,653
330
$278K 0.08%
+3,782
331
$271K 0.07%
+5,724
332
$260K 0.07%
+29,423
333
$260K 0.07%
+5,694
334
$258K 0.07%
+4,190
335
$257K 0.07%
+2,499
336
$255K 0.07%
+29,371
337
$253K 0.07%
+3,044
338
$250K 0.07%
+1,447
339
$249K 0.07%
+7,220
340
$249K 0.07%
+4,000
341
$245K 0.07%
+6,240
342
$237K 0.07%
+3,838
343
$236K 0.06%
+5,957
344
$236K 0.06%
+4,747
345
$236K 0.06%
+2,998
346
$234K 0.06%
+1,840
347
$234K 0.06%
+2,211
348
$233K 0.06%
+1,203
349
$232K 0.06%
+4,736
350
$232K 0.06%
+8,140
12 13
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15 16