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
76
$1.44M 0.31%
8,720
-462
77
$1.43M 0.31%
26,287
-1,000
78
$1.42M 0.31%
42,170
-1,108
79
$1.42M 0.31%
+7,451
80
$1.41M 0.31%
+16,724
81
$1.39M 0.3%
82,705
82
$1.39M 0.3%
+77,550
83
$1.38M 0.3%
+7,182
84
$1.36M 0.3%
7,074
+399
85
$1.35M 0.29%
+7,418
86
$1.34M 0.29%
+79,155
87
$1.33M 0.29%
20,157
-545
88
$1.32M 0.29%
26,197
-735
89
$1.32M 0.29%
+10,388
90
$1.31M 0.28%
+10,458
91
$1.3M 0.28%
40,452
+968
92
$1.3M 0.28%
23,515
93
$1.3M 0.28%
22,047
+9,077
94
$1.3M 0.28%
+11,600
95
$1.27M 0.28%
62,850
-2,560
96
$1.26M 0.27%
+25,691
97
$1.25M 0.27%
+228,215
98
$1.25M 0.27%
20,907
-684
99
$1.25M 0.27%
13,122
-100
100
$1.24M 0.27%
+10,857
2 3
4
5 6