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
426
$209K 0.05%
6,860
427
$208K 0.05%
+2,578
428
$207K 0.05%
+1,093
429
$206K 0.05%
+2,152
430
$205K 0.05%
+1,902
431
$205K 0.05%
4,266
432
$203K 0.04%
4,933
-247
433
$203K 0.04%
14,400
+450
434
$203K 0.04%
+4,915
435
$202K 0.04%
+3,567
436
$201K 0.04%
+3,434
437
$201K 0.04%
+2,523
438
$200K 0.04%
+751
439
$200K 0.04%
1,534
-409
440
$193K 0.04%
21,756
441
$193K 0.04%
12,069
442
$191K 0.04%
10,339
443
$190K 0.04%
10,721
-733
444
$180K 0.04%
22,688
-1,320
445
$177K 0.04%
7,199
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446
$176K 0.04%
12,866
-1,125
447
$172K 0.04%
14,984
-2,854
448
$168K 0.04%
21,266
449
$167K 0.04%
10,417
-16,566
450
$159K 0.04%
14,349
-2,675
16 17
18
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