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
351
$301K 0.07%
+4,324
352
$301K 0.07%
9,840
+968
353
$299K 0.07%
2,956
-28
354
$299K 0.07%
9,381
-98
355
$299K 0.07%
12,632
356
$298K 0.07%
1,994
-233
357
$297K 0.07%
2,949
+79
358
$295K 0.07%
2,651
-84,219
359
$295K 0.07%
4,844
+234
360
$294K 0.07%
10,295
+1,013
361
$293K 0.06%
2,211
362
$292K 0.06%
14,760
-1,188
363
$290K 0.06%
5,269
-728
364
$288K 0.06%
+7,420
365
$288K 0.06%
18,088
-2
366
$285K 0.06%
1,540
-550
367
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5,804
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368
$284K 0.06%
3,062
-3,482
369
$282K 0.06%
2,278
-150
370
$281K 0.06%
2,112
-39
371
$281K 0.06%
1,839
-27
372
$275K 0.06%
10,501
-79
373
$271K 0.06%
1,859
374
$270K 0.06%
+4,302
375
$270K 0.06%
32,836
13 14
15
16 17