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
26
$2.88M 0.64%
120,040
-128
27
$2.86M 0.63%
10,821
-194
28
$2.86M 0.63%
9,755
-11,286
29
$2.78M 0.62%
109,817
+9,505
30
$2.76M 0.61%
84,408
-1,470
31
$2.72M 0.6%
23,006
-530
32
$2.66M 0.59%
34,342
+1,054
33
$2.64M 0.58%
18,929
-786
34
$2.63M 0.58%
47,841
-8,971
35
$2.6M 0.57%
7,067
-629
36
$2.57M 0.57%
44,828
-7,893
37
$2.55M 0.56%
14,702
-1,362
38
$2.54M 0.56%
29,061
+4,454
39
$2.53M 0.56%
61,485
+16,869
40
$2.5M 0.55%
96,783
+3,471
41
$2.44M 0.54%
58,475
-13,053
42
$2.4M 0.53%
47,672
-7,238
43
$2.17M 0.48%
42,703
+234
44
$2.17M 0.48%
78,694
+1,352
45
$2.16M 0.48%
44,743
-575
46
$2.14M 0.47%
50,365
-9,658
47
$2.13M 0.47%
30,422
+3,196
48
$2.11M 0.47%
18,111
-312
49
$2.1M 0.47%
36,803
+5,349
50
$2.07M 0.46%
37,126
+631
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