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
376
$355K 0.05%
7,856
+1,105
377
$353K 0.05%
5,114
-50
378
$353K 0.05%
2,980
379
$351K 0.05%
+1,171
380
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+9,082
381
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5,978
382
$346K 0.04%
1,483
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383
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384
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385
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386
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387
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3,414
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388
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389
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390
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1,162
391
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392
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393
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395
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396
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397
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9,152
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2,203
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399
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998
400
$318K 0.04%
9,562
-458
14 15
16
17 18