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
401
$214K 0.05%
+17,838
402
$214K 0.05%
13,950
403
$213K 0.05%
5,180
-100
404
$213K 0.05%
+1,482
405
$212K 0.05%
+5,136
406
$210K 0.05%
9,464
-25,225
407
$210K 0.05%
+2,888
408
$210K 0.05%
+1,950
409
$210K 0.05%
+9,669
410
$208K 0.05%
+1,374
411
$205K 0.04%
+4,512
412
$205K 0.04%
+2,263
413
$202K 0.04%
+2,800
414
$201K 0.04%
+2,236
415
$201K 0.04%
+5,548
416
$200K 0.04%
+17,024
417
$200K 0.04%
3,974
-12,870
418
$197K 0.04%
24,008
-15,813
419
$195K 0.04%
11,454
420
$186K 0.04%
21,756
421
$181K 0.04%
+12,069
422
$169K 0.04%
+10,339
423
$164K 0.04%
21,266
-100
424
$164K 0.04%
26,700
-13,600
425
$162K 0.04%
13,991
-500
15 16
17
18 19