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
451
$259K 0.03%
+2,573
452
$258K 0.03%
1,950
453
$257K 0.03%
3,431
-172
454
$256K 0.03%
8,634
455
$255K 0.03%
3,239
-752
456
$255K 0.03%
7,460
-35
457
$253K 0.03%
3,032
458
$250K 0.03%
13,584
-820
459
$249K 0.03%
1,896
460
$249K 0.03%
4,555
-11
461
$248K 0.03%
4,686
+80
462
$248K 0.03%
2,529
463
$244K 0.03%
953
464
$243K 0.03%
2,380
465
$243K 0.03%
4,767
466
$242K 0.03%
6,576
467
$241K 0.03%
1,197
+2
468
$241K 0.03%
+12,155
469
$240K 0.03%
49,404
470
$238K 0.03%
3,505
471
$237K 0.03%
2,865
472
$235K 0.03%
+1,805
473
$235K 0.03%
1,838
-52
474
$235K 0.03%
4,946
-3,374
475
$235K 0.03%
4,012
17 18
19
20 21