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
401
$103K 0.03%
+14,652
402
$102K 0.03%
+16,996
403
$83K 0.02%
+19,370
404
$81K 0.02%
+1,481
405
$75K 0.02%
+3,895
406
$74K 0.02%
+18,133
407
$70K 0.02%
+2,524
408
$62K 0.02%
+10,352
409
$59K 0.02%
+48,866
410
$53K 0.01%
+10,000
411
$33K 0.01%
+2,215