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
351
$387K 0.05%
11,691
-90
352
$385K 0.05%
+12,504
353
$380K 0.05%
5,994
-27
354
$380K 0.05%
+1,028
355
$380K 0.05%
1,745
356
$379K 0.05%
2,159
357
$379K 0.05%
31,682
-4,710
358
$376K 0.05%
+3,304
359
$374K 0.05%
5,155
360
$369K 0.05%
10,995
-60
361
$369K 0.05%
+6,219
362
$368K 0.05%
10,784
363
$367K 0.05%
8,544
+4,105
364
$366K 0.05%
145,792
-319,448
365
$364K 0.05%
6,099
-50
366
$364K 0.05%
3,810
-105
367
$363K 0.05%
1,148
368
$362K 0.05%
+2,007
369
$361K 0.05%
3,705
370
$360K 0.05%
+2,813
371
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7,154
372
$359K 0.05%
2,965
373
$357K 0.05%
3,885
-99
374
$356K 0.05%
3,416
-68
375
$356K 0.05%
5,506
+5
13 14
15
16 17