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
76
$2.38M 0.31%
55,435
-1,215
77
$2.35M 0.3%
16,030
+250
78
$2.29M 0.29%
52,475
-434
79
$2.25M 0.29%
4,802
-11
80
$2.24M 0.29%
20,181
+12,079
81
$2.21M 0.28%
11,054
-57
82
$2.18M 0.28%
90,337
+9,735
83
$2.08M 0.27%
8,972
-47
84
$2.06M 0.26%
70,005
-666
85
$2.03M 0.26%
13,187
+7
86
$2.01M 0.26%
7,400
+348
87
$2M 0.26%
17,134
-144
88
$2M 0.26%
15,068
-168
89
$1.99M 0.26%
42,372
+6,668
90
$1.98M 0.25%
3,529
-43
91
$1.97M 0.25%
5,366
-137
92
$1.89M 0.24%
28,540
-341
93
$1.89M 0.24%
47,820
-838
94
$1.88M 0.24%
26,713
-66
95
$1.86M 0.24%
19,167
+313
96
$1.84M 0.24%
40,300
97
$1.84M 0.24%
11,093
-67
98
$1.82M 0.23%
20,735
-431
99
$1.81M 0.23%
30,883
-700
100
$1.8M 0.23%
391
+17
2 3
4
5 6