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
51
– –
0
52
$1.65M 0.45%
+45,758
53
$1.55M 0.43%
+24,180
54
$1.55M 0.43%
+48,612
55
$1.55M 0.43%
+75,005
56
$1.54M 0.42%
+28,252
57
$1.53M 0.42%
+39,296
58
$1.51M 0.42%
+33,967
59
$1.49M 0.41%
+14,382
60
$1.48M 0.41%
+16,778
61
$1.48M 0.41%
+43,148
62
$1.47M 0.41%
+42,600
63
$1.47M 0.4%
+12,517
64
$1.47M 0.4%
+24,496
65
$1.45M 0.4%
+35,571
66
$1.45M 0.4%
+22,406
67
$1.44M 0.4%
+14,931
68
$1.42M 0.39%
+48,955
69
$1.41M 0.39%
+13,568
70
$1.39M 0.38%
+245,375
71
$1.34M 0.37%
+85,136
72
$1.33M 0.36%
+12,201
73
$1.3M 0.36%
+27,182
74
$1.28M 0.35%
+11,388
75
$1.28M 0.35%
+15,976
1 2
3
4 5