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
351
$275K 0.06%
4,610
+459
352
$275K 0.06%
10,580
+45
353
$274K 0.06%
+32,836
354
$272K 0.06%
+1,779
355
$269K 0.06%
4,315
-2,295
356
$268K 0.06%
+8,872
357
$268K 0.06%
+1,866
358
$267K 0.06%
3,331
-24
359
$264K 0.06%
3,767
-89
360
$263K 0.06%
5,662
-243
361
$262K 0.06%
+7,264
362
$262K 0.06%
6,836
+1,160
363
$261K 0.06%
758
-30
364
$256K 0.06%
2,151
-63
365
$255K 0.06%
+3,947
366
$253K 0.06%
+1,674
367
$253K 0.06%
+12,760
368
$251K 0.05%
+2,242
369
$250K 0.05%
+1,943
370
$247K 0.05%
+4,984
371
$246K 0.05%
+12,290
372
$246K 0.05%
35,841
373
$246K 0.05%
+5,244
374
$245K 0.05%
+4,041
375
$244K 0.05%
+2,488
13 14
15
16 17