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
376
$205K 0.06%
+3,855
377
$201K 0.06%
+4,575
378
$201K 0.06%
+1,326
379
$200K 0.06%
+8,186
380
$199K 0.05%
+3,539
381
$198K 0.05%
+11,367
382
$192K 0.05%
+21,802
383
$188K 0.05%
+12,865
384
$181K 0.05%
+18,135
385
$175K 0.05%
+12,014
386
$173K 0.05%
+10,701
387
$168K 0.05%
+10,619
388
$154K 0.04%
+13,061
389
$151K 0.04%
+12,092
390
$147K 0.04%
+13,179
391
$140K 0.04%
+14,650
392
$138K 0.04%
+3,333
393
$132K 0.04%
+30,448
394
$130K 0.04%
+10,000
395
$127K 0.03%
+3,147
396
$122K 0.03%
+6,660
397
$116K 0.03%
+18,791
398
$115K 0.03%
+12,246
399
$108K 0.03%
+11,110
400
$107K 0.03%
+3,333
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