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
101
$1.79M 0.23%
29,813
+532
102
$1.78M 0.23%
21,596
+12,952
103
$1.78M 0.23%
6,711
+3,807
104
$1.77M 0.23%
12,165
105
$1.71M 0.22%
33,592
+14,203
106
$1.7M 0.22%
3,514
-100
107
$1.65M 0.21%
7,142
-80
108
$1.65M 0.21%
10,304
-590
109
$1.64M 0.21%
17,962
-110
110
$1.63M 0.21%
13,323
+2,372
111
$1.62M 0.21%
2,380
112
$1.61M 0.21%
25,606
+2,266
113
$1.58M 0.2%
3,023
-3
114
$1.56M 0.2%
4,715
-313
115
$1.55M 0.2%
12,116
-125
116
$1.48M 0.19%
40,372
117
$1.46M 0.19%
4,444
-46
118
$1.45M 0.19%
5,485
-109
119
$1.41M 0.18%
24,725
+165
120
$1.41M 0.18%
29,943
+2,740
121
$1.41M 0.18%
16,169
-1,019
122
$1.4M 0.18%
760
+26
123
$1.39M 0.18%
17,517
-30
124
$1.39M 0.18%
11,980
+4,416
125
$1.38M 0.18%
22,556
-3,334
3 4
5
6 7