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
101
$1.22M 0.27%
7,013
-405
102
$1.21M 0.27%
28,725
-1,270
103
$1.21M 0.27%
10,952
-115
104
$1.21M 0.27%
13,017
-105
105
$1.21M 0.27%
25,240
-451
106
$1.21M 0.27%
24,275
-1,922
107
$1.21M 0.27%
24,585
+365
108
$1.2M 0.27%
14,029
+483
109
$1.2M 0.27%
21,064
+2,891
110
$1.2M 0.27%
3,299
-441
111
$1.18M 0.26%
5,292
+69
112
$1.18M 0.26%
8,093
+1,684
113
$1.18M 0.26%
8,858
+1,496
114
$1.16M 0.26%
6,868
+162
115
$1.16M 0.26%
20,746
-161
116
$1.15M 0.26%
484,565
117
$1.15M 0.25%
20,730
+1,160
118
$1.12M 0.25%
10,885
-715
119
$1.12M 0.25%
+22,652
120
$1.1M 0.24%
6,500
+776
121
$1.08M 0.24%
31,009
-946
122
$1.07M 0.24%
5,375
+75
123
$1.06M 0.23%
21,113
+7,886
124
$1.05M 0.23%
10,434
-261
125
$1.05M 0.23%
6,024
-2
3 4
5
6 7