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
$363M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$7.8M
3
+$7.13M
4
MSFT icon
Microsoft
MSFT
+$5.57M
5
SBUX icon
Starbucks
SBUX
+$5.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.63%
2 Financials 8.27%
3 Industrials 7.44%
4 Consumer Discretionary 7.13%
5 Healthcare 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 0.66%
+44,534
27
$2.37M 0.65%
+35,007
28
$2.36M 0.65%
+43,380
29
$2.27M 0.62%
+41,521
30
$2.18M 0.6%
+24,075
31
$2.12M 0.58%
+42,416
32
$2.06M 0.57%
+22,286
33
$2.02M 0.55%
+18,916
34
$1.96M 0.54%
+38,887
35
$1.94M 0.53%
+21,296
36
$1.94M 0.53%
+22,955
37
$1.94M 0.53%
+106,650
38
$1.93M 0.53%
+11,209
39
$1.92M 0.53%
+34,707
40
$1.92M 0.53%
+42,706
41
$1.92M 0.53%
+265,872
42
$1.9M 0.52%
+25,469
43
$1.87M 0.52%
+16,956
44
$1.86M 0.51%
+76,627
45
$1.81M 0.5%
+27,532
46
$1.79M 0.49%
+20,414
47
$1.71M 0.47%
+152,544
48
$1.7M 0.47%
+19,562
49
$1.69M 0.47%
+20,973
50
$1.69M 0.46%
+11,490
1
2
3 4 5