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
101
$1.06M 0.29%
+12,973
102
$1.06M 0.29%
+14,509
103
$1.05M 0.29%
+18,778
104
$1.04M 0.29%
+11,059
105
$1.04M 0.29%
+15,395
106
$1.04M 0.29%
+3,729
107
$1.03M 0.28%
+9,051
108
$1.02M 0.28%
+7,221
109
$1.02M 0.28%
+42,450
110
$1.02M 0.28%
+4
111
$1.01M 0.28%
+8,871
112
$1.01M 0.28%
+17,130
113
$1M 0.28%
+7,805
114
$1M 0.28%
+17,493
115
$1M 0.28%
+39,395
116
$985K 0.27%
+6,973
117
$984K 0.27%
+23,925
118
$981K 0.27%
+17,710
119
$979K 0.27%
+11,800
120
$978K 0.27%
+12,543
121
$978K 0.27%
+14,453
122
$974K 0.27%
+4,404
123
$968K 0.27%
+13,562
124
$964K 0.27%
+68,360
125
$962K 0.26%
+28,622
3 4
5
6 7