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
376
$243K 0.05%
+4,825
377
$242K 0.05%
+5,470
378
$239K 0.05%
+2,916
379
$238K 0.05%
11,146
380
$238K 0.05%
+5,471
381
$238K 0.05%
+9,282
382
$234K 0.05%
+2,790
383
$234K 0.05%
+172
384
$234K 0.05%
15,948
-563
385
$233K 0.05%
6,860
386
$231K 0.05%
5,540
-123
387
$230K 0.05%
+5,504
388
$230K 0.05%
+1,168
389
$229K 0.05%
+1,074
390
$227K 0.05%
+4,152
391
$227K 0.05%
+1,899
392
$227K 0.05%
7,679
-450
393
$226K 0.05%
+4,059
394
$222K 0.05%
+1,692
395
$221K 0.05%
+4,921
396
$218K 0.05%
+810
397
$217K 0.05%
+4,266
398
$217K 0.05%
+5,981
399
$217K 0.05%
+6,754
400
$215K 0.05%
+1,545
14 15
16
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