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
76
$1.27M 0.35%
+9,812
77
$1.26M 0.35%
+42,008
78
$1.26M 0.35%
+10,220
79
$1.25M 0.34%
+15,663
80
$1.24M 0.34%
+13,663
81
$1.23M 0.34%
+110,362
82
$1.23M 0.34%
+8,336
83
$1.22M 0.34%
+1,224,000
84
$1.22M 0.34%
+22,755
85
$1.22M 0.34%
+81,810
86
$1.2M 0.33%
+19,347
87
$1.2M 0.33%
+14,936
88
$1.2M 0.33%
+7,830
89
$1.18M 0.33%
+21,139
90
$1.18M 0.32%
+18,851
91
$1.16M 0.32%
+19,999
92
$1.15M 0.32%
+10,472
93
$1.15M 0.32%
+11,474
94
$1.13M 0.31%
+9,313
95
$1.13M 0.31%
+7,392
96
$1.13M 0.31%
+65,650
97
$1.12M 0.31%
+7,951
98
– –
0
99
$1.08M 0.3%
+16,291
100
$1.07M 0.29%
+38,361
2 3
4
5 6