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
401
$238K 0.05%
+1,211
402
$237K 0.05%
5,467
-4
403
$234K 0.05%
5,470
404
$234K 0.05%
4,132
-20
405
$233K 0.05%
3,784
-275
406
$230K 0.05%
711
-99
407
$226K 0.05%
+561
408
$224K 0.05%
3,073
+185
409
$223K 0.05%
5,148
-392
410
$222K 0.05%
32,888
-2,953
411
$222K 0.05%
4,728
-516
412
$222K 0.05%
750
-8
413
$220K 0.05%
1,975
+25
414
$219K 0.05%
+3,260
415
$219K 0.05%
6,821
+67
416
$218K 0.05%
+3,170
417
$217K 0.05%
2,461
+225
418
$217K 0.05%
1,082
-86
419
$214K 0.05%
5,933
-48
420
$213K 0.05%
+8,761
421
$213K 0.05%
9,088
-2,133
422
$213K 0.05%
+2,614
423
$212K 0.05%
6,083
+579
424
$212K 0.05%
+6,628
425
$211K 0.05%
+2,234
15 16
17
18 19