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
76
$1.44M 0.32%
33,459
-967
77
$1.43M 0.32%
26,440
+820
78
$1.42M 0.31%
41,224
-946
79
$1.38M 0.31%
78,516
-639
80
$1.37M 0.3%
41,249
+797
81
$1.36M 0.3%
28,435
-2,695
82
$1.36M 0.3%
72,240
-5,310
83
$1.36M 0.3%
10,291
+2,339
84
$1.35M 0.3%
27,970
+15,655
85
$1.34M 0.3%
19,431
+3,485
86
$1.31M 0.29%
+6,157
87
$1.31M 0.29%
227,715
-500
88
$1.31M 0.29%
17,177
-1,360
89
$1.3M 0.29%
62,200
-650
90
$1.3M 0.29%
17,316
-10,905
91
$1.28M 0.28%
29,144
+1,596
92
$1.28M 0.28%
10,524
+210
93
$1.28M 0.28%
6,064
+1,301
94
$1.27M 0.28%
+4
95
$1.26M 0.28%
10,723
+335
96
$1.26M 0.28%
19,845
-312
97
$1.25M 0.28%
7,187
-2,927
98
$1.24M 0.27%
23,085
-430
99
$1.23M 0.27%
42,700
-1,195
100
$1.22M 0.27%
12,196
-335
2 3
4
5 6