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
51
$1.99M 0.43%
77,342
+8,078
52
$1.87M 0.41%
63,432
-7,016
53
$1.86M 0.4%
31,454
-10,787
54
$1.81M 0.39%
+36,495
55
$1.8M 0.39%
+44,616
56
$1.75M 0.38%
10,114
-4,013
57
$1.7M 0.37%
+27,226
58
$1.68M 0.36%
+16,119
59
$1.67M 0.36%
73,730
-1,030
60
$1.67M 0.36%
+31,130
61
$1.65M 0.36%
6,985
-182
62
$1.64M 0.36%
44,075
-172
63
$1.62M 0.35%
+59,017
64
$1.61M 0.35%
16,009
+1,196
65
$1.6M 0.35%
+14,147
66
$1.59M 0.35%
+5,584
67
$1.56M 0.34%
+59,200
68
$1.53M 0.33%
20,685
+2,998
69
$1.52M 0.33%
14,664
-1,511
70
$1.5M 0.33%
25,620
-220
71
$1.48M 0.32%
37,945
-897
72
$1.48M 0.32%
+34,426
73
$1.46M 0.32%
27,038
-15,735
74
$1.45M 0.32%
484,565
75
$1.44M 0.31%
+11,067
1 2
3
4 5