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
426
$283K 0.04%
6,507
427
$282K 0.04%
+503
428
$280K 0.04%
8,195
+57
429
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430
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-187
431
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1,092
432
$276K 0.04%
+6,821
433
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17,016
-2,650
434
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435
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19,200
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436
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437
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+6,697
438
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439
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440
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3,009
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441
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2,006
442
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444
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445
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446
$263K 0.03%
818
447
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2,110
448
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919
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449
$261K 0.03%
1,371
-5
450
$260K 0.03%
14,087
16 17
18
19 20