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
326
$312K 0.07%
+25,182
327
$310K 0.07%
+11,077
328
$307K 0.07%
+2,570
329
$307K 0.07%
+2,469
330
$307K 0.07%
+5,943
331
$303K 0.07%
+2,984
332
$302K 0.07%
+7,676
333
$301K 0.07%
19,092
334
$300K 0.07%
2,560
+342
335
$299K 0.07%
+7,693
336
$299K 0.07%
+1,691
337
$298K 0.06%
+4,887
338
$298K 0.06%
+1,951
339
$296K 0.06%
3,219
+291
340
$295K 0.06%
+2,809
341
$294K 0.06%
5,921
-13
342
$292K 0.06%
+1,859
343
$292K 0.06%
18,090
-104
344
$291K 0.06%
2,211
345
$290K 0.06%
+2,428
346
$289K 0.06%
+4,058
347
$287K 0.06%
1,503
+80
348
$285K 0.06%
2,870
349
$283K 0.06%
9,929
+1,502
350
$280K 0.06%
12,632
12 13
14
15 16