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
51
$2.02M 0.45%
63,988
+556
52
$2.01M 0.44%
37,100
+200
53
$1.97M 0.44%
35,946
+8,908
54
$1.88M 0.42%
7,095
+110
55
$1.85M 0.41%
16,032
+1,885
56
$1.83M 0.41%
29,656
+7,609
57
$1.82M 0.4%
16,913
+904
58
$1.76M 0.39%
17,692
+15,204
59
$1.75M 0.39%
22,791
+7,737
60
$1.74M 0.39%
15,098
+434
61
$1.7M 0.38%
8,777
+57
62
$1.68M 0.37%
15,325
-794
63
$1.66M 0.37%
71,150
-2,580
64
$1.66M 0.37%
43,034
-1,041
65
$1.6M 0.36%
20,566
-119
66
$1.6M 0.35%
24,898
-1,389
67
$1.55M 0.34%
7,490
+39
68
$1.54M 0.34%
12,460
+1,173
69
$1.54M 0.34%
7,388
+206
70
$1.53M 0.34%
7,500
+426
71
$1.51M 0.33%
11,355
+498
72
$1.49M 0.33%
36,514
-1,431
73
$1.47M 0.32%
10,458
74
$1.45M 0.32%
11,668
+3,146
75
$1.44M 0.32%
17,128
+404
1 2
3
4 5