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
26
$5.3M 0.68%
29,487
-135
27
$5.26M 0.67%
8,391
+703
28
$5.26M 0.67%
9,590
-58
29
$5.13M 0.66%
9,175
-7,534
30
$5.09M 0.65%
6,166
-214
31
$4.77M 0.61%
43,188
+5,614
32
$4.77M 0.61%
13,602
-272
33
$4.68M 0.6%
47,422
+213
34
$4.66M 0.6%
46,597
-5
35
$4.42M 0.57%
21,399
+379
36
$4.07M 0.52%
24,310
+226
37
$4.03M 0.52%
19,255
-245
38
$4.02M 0.52%
18,997
+674
39
$4M 0.51%
4,284
+7
40
$3.9M 0.5%
15,897
-60
41
$3.79M 0.49%
12,155
-142
42
$3.66M 0.47%
9,863
-660
43
$3.58M 0.46%
28,934
-1,007
44
$3.54M 0.45%
76,939
-1,597
45
$3.44M 0.44%
20,167
+1,090
46
$3.33M 0.43%
79,817
+128
47
$3.19M 0.41%
+4
48
$3.18M 0.41%
30,918
-216
49
$3.06M 0.39%
31,875
-7
50
$3M 0.39%
12,311
+1,242
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