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
376
$270K 0.06%
7,411
+575
377
$268K 0.06%
3,375
-2,127
378
$265K 0.06%
4,487
-400
379
$265K 0.06%
3,316
+2,242
380
$262K 0.06%
+12,555
381
$259K 0.06%
5,135
+310
382
$259K 0.06%
4,041
383
$257K 0.06%
1,597
+223
384
$257K 0.06%
3,855
-92
385
$257K 0.06%
+8,570
386
$256K 0.06%
+3,506
387
$254K 0.06%
2,824
-1,161
388
$253K 0.06%
2,317
+75
389
$253K 0.06%
+1,404
390
$251K 0.06%
1,692
391
$249K 0.06%
1,652
+170
392
$248K 0.05%
+6,012
393
$247K 0.05%
5,341
+420
394
$247K 0.05%
4,984
395
$245K 0.05%
3,733
-2,029
396
$244K 0.05%
10,876
-270
397
$243K 0.05%
+8,989
398
$241K 0.05%
+7,241
399
$240K 0.05%
676
-594
400
$240K 0.05%
2,746
-170
14 15
16
17 18