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
401
$318K 0.04%
6,919
-65
402
$317K 0.04%
5,875
-33
403
$315K 0.04%
3,969
-115
404
$315K 0.04%
2,318
+89
405
$313K 0.04%
12,508
+1,659
406
$310K 0.04%
51,309
+1,647
407
$309K 0.04%
7,491
408
$306K 0.04%
7,059
+200
409
$306K 0.04%
+5,190
410
$303K 0.04%
2,383
411
$302K 0.04%
+8,468
412
$299K 0.04%
13,181
-693
413
$299K 0.04%
6,854
414
$294K 0.04%
7,037
+119
415
$294K 0.04%
3,963
416
$293K 0.04%
+7,635
417
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+309
418
$292K 0.04%
3,857
419
$291K 0.04%
4,870
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420
$290K 0.04%
2,775
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421
$289K 0.04%
5,568
+1,111
422
$288K 0.04%
1,237
423
$287K 0.04%
2,754
-421
424
$285K 0.04%
14,904
425
$283K 0.04%
584
+20
15 16
17
18 19