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
476
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-19,708
477
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-4,512
478
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-2,530
479
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-5,136
480
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-3,333
481
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0
482
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-1,899
483
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-59,200
484
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-3,333
485
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-10,754
486
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-3,767
487
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-82,705
488
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-172
489
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-1,545
490
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-1,674
491
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-6,831
492
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-12,290
493
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-7,693
494
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-2,800
495
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-17,469
496
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-2,790
497
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-59,017
16 17 18 19
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