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
451
$157K 0.03%
11,137
452
$154K 0.03%
14,620
+3,245
453
$151K 0.03%
10,319
-300
454
$140K 0.03%
11,710
455
$140K 0.03%
10,364
456
$134K 0.03%
21,500
-5,200
457
$122K 0.03%
11,967
458
$103K 0.02%
10,087
459
$99K 0.02%
106
+14
460
$88K 0.02%
+17,535
461
$83K 0.02%
5,067
462
$77K 0.02%
12,689
463
$69K 0.02%
1,244
+115
464
$67K 0.01%
3,702
-58
465
$65K 0.01%
33,451
466
$62K 0.01%
10,173
467
– –
-2,800
468
– –
-59,017
469
– –
-2,790
470
– –
-17,469
471
– –
-7,693
472
– –
-12,290
473
– –
-6,831
474
– –
-1,674
475
– –
-1,545
16 17 18
19
20