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
$460M
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12M
3
+$9.99M
4
MSFT icon
Microsoft
MSFT
+$8.75M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.29M

Top Sells

1
+$2.57M
2
+$1.47M
3
+$1.22M
4
XOM icon
Exxon Mobil
XOM
+$1.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.13M

Sector Composition

1 Technology 14.8%
2 Financials 8.87%
3 Consumer Discretionary 7.48%
4 Industrials 6.93%
5 Healthcare 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.05M 0.66%
+27,595
27
$3.05M 0.66%
+56,812
28
$3.04M 0.66%
28,221
+915
29
$2.98M 0.65%
+26,827
30
$2.94M 0.64%
52,721
-1,162
31
$2.93M 0.64%
+294,888
32
$2.92M 0.64%
+71,528
33
$2.76M 0.6%
54,910
-4,763
34
$2.76M 0.6%
+19,715
35
$2.75M 0.6%
85,878
-120
36
$2.74M 0.6%
7,696
-537
37
$2.7M 0.59%
120,168
-1,752
38
$2.67M 0.58%
11,015
-87
39
$2.58M 0.56%
23,536
-410
40
$2.55M 0.55%
+60,023
41
$2.51M 0.55%
16,064
-71
42
$2.5M 0.54%
33,288
+2,531
43
$2.39M 0.52%
23,583
-3,846
44
$2.38M 0.52%
100,312
-10,271
45
$2.33M 0.51%
+93,312
46
$2.17M 0.47%
36,900
+800
47
$2.15M 0.47%
45,318
48
$2.14M 0.47%
+24,607
49
$2.08M 0.45%
+18,423
50
$1.99M 0.43%
+42,469
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