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
101
$1.24M 0.27%
11,287
-1,211
102
$1.22M 0.27%
6,706
-3
103
$1.22M 0.27%
21,301
+390
104
$1.22M 0.26%
15,054
-14,129
105
$1.22M 0.26%
24,220
-281
106
$1.21M 0.26%
43,895
107
$1.2M 0.26%
29,995
+913
108
$1.2M 0.26%
+10,314
109
$1.2M 0.26%
+27,548
110
$1.17M 0.26%
+15,678
111
$1.15M 0.25%
13,546
-173
112
$1.14M 0.25%
5,223
+141
113
$1.12M 0.24%
+3,740
114
$1.12M 0.24%
16,768
-1,184
115
$1.11M 0.24%
13,824
+109
116
$1.11M 0.24%
5,300
+183
117
$1.09M 0.24%
+12,531
118
$1.07M 0.23%
+7,952
119
$1.06M 0.23%
+18,537
120
$1.05M 0.23%
+9,639
121
$1.05M 0.23%
6,055
-201
122
$1.05M 0.23%
+25,992
123
$1.05M 0.23%
+8,522
124
$1.05M 0.23%
31,955
+2,168
125
$1.04M 0.23%
19,015
+330
3 4
5
6 7