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
326
$424K 0.05%
8,371
+393
327
$423K 0.05%
2,824
-242
328
$420K 0.05%
8,478
329
$419K 0.05%
10,612
-89
330
$419K 0.05%
2,856
-98
331
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2,024
+18
332
$415K 0.05%
10,552
333
$413K 0.05%
+848
334
$412K 0.05%
3,698
-1
335
$412K 0.05%
10,199
-848
336
$412K 0.05%
2,616
-318
337
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28,315
338
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+9,067
339
$409K 0.05%
5,066
340
$406K 0.05%
4,860
341
$405K 0.05%
3,398
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342
$403K 0.05%
2,364
343
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344
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1,121
345
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5,420
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346
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4,550
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347
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4,901
-23
348
$392K 0.05%
3,949
-59
349
$390K 0.05%
4,391
350
$389K 0.05%
1,063
-7
12 13
14
15 16