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
326
$340K 0.08%
1,504
+1
327
$338K 0.07%
1,710
+19
328
$338K 0.07%
+3,410
329
$337K 0.07%
+6,856
330
$334K 0.07%
+2,693
331
$333K 0.07%
11,408
+1,479
332
$331K 0.07%
9,213
+1,949
333
$325K 0.07%
11,070
334
$324K 0.07%
2,413
-147
335
$323K 0.07%
1,237
-17
336
$321K 0.07%
25,182
337
$320K 0.07%
2,469
338
$318K 0.07%
3,261
-466
339
$318K 0.07%
5,945
-134
340
$318K 0.07%
6,321
+400
341
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2,023
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342
$314K 0.07%
3,408
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343
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4,034
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344
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7,789
-685
345
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10,165
-1,729
346
$311K 0.07%
8,643
+1
347
$309K 0.07%
2,875
+66
348
$309K 0.07%
+4,747
349
$304K 0.07%
+14,611
350
$302K 0.07%
19,092
12 13
14
15 16