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
426
$151K 0.03%
10,619
427
$147K 0.03%
11,137
428
$134K 0.03%
10,364
429
$132K 0.03%
3,333
430
$132K 0.03%
11,710
431
$120K 0.03%
+11,967
432
$115K 0.03%
+11,375
433
$104K 0.02%
10,754
434
$103K 0.02%
+10,087
435
$101K 0.02%
+2,530
436
$100K 0.02%
+92
437
$82K 0.02%
15,200
438
$76K 0.02%
12,689
-11,383
439
$71K 0.02%
+10,173
440
$67K 0.01%
3,760
441
$66K 0.01%
+5,203
442
$64K 0.01%
1,129
+29
443
$63K 0.01%
10,000
444
$61K 0.01%
+33,451
445
$22K ﹤0.01%
+3,333
446
$18K ﹤0.01%
+1,140
447
– –
-13,600
448
– –
-33,015
449
– –
-20,549
450
– –
-14,047
15 16 17
18
19