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
51
$2.99M 0.38%
29,226
-806
52
$2.97M 0.38%
9,363
53
$2.87M 0.37%
19,756
-100
54
$2.84M 0.36%
59,605
55
$2.77M 0.36%
10,332
-59
56
$2.71M 0.35%
19,380
-671
57
$2.71M 0.35%
15,849
-4,041
58
$2.7M 0.35%
59,596
+32,555
59
$2.69M 0.35%
16,768
+8,255
60
$2.67M 0.34%
17,075
-104
61
$2.67M 0.34%
28,538
-24
62
$2.6M 0.33%
15,253
-238
63
$2.58M 0.33%
44,379
-603
64
$2.58M 0.33%
9,599
+268
65
$2.56M 0.33%
12,847
+1,500
66
$2.54M 0.33%
3,193
+571
67
$2.51M 0.32%
38,519
-257
68
$2.5M 0.32%
61,814
-537
69
$2.48M 0.32%
26,702
+192
70
$2.46M 0.32%
9,275
+22
71
$2.43M 0.31%
75,080
+2,760
72
$2.42M 0.31%
17,313
+840
73
$2.4M 0.31%
144,433
-3,424
74
$2.4M 0.31%
10,278
-1
75
$2.39M 0.31%
158,405
+1,277
1 2
3
4 5