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
351
$231K 0.06%
+10,708
352
$231K 0.06%
+2,114
353
$231K 0.06%
+6,456
354
$227K 0.06%
+3,311
355
$225K 0.06%
+1,570
356
$224K 0.06%
+5,560
357
$224K 0.06%
+5,815
358
$223K 0.06%
+4,472
359
$222K 0.06%
+5,201
360
$220K 0.06%
+1,644
361
$219K 0.06%
+1,093
362
$219K 0.06%
+12,624
363
$219K 0.06%
+9,737
364
$218K 0.06%
+8,881
365
$218K 0.06%
+2,829
366
$215K 0.06%
+1,508
367
$215K 0.06%
+2,428
368
$213K 0.06%
+3,709
369
$213K 0.06%
+7,418
370
$213K 0.06%
+19,930
371
$209K 0.06%
+8,444
372
$208K 0.06%
+2,750
373
$208K 0.06%
+10,350
374
$206K 0.06%
+3,151
375
$206K 0.06%
+6,784
13 14
15
16 17