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
126
$957K 0.26%
+19,019
127
$956K 0.26%
+57,882
128
$931K 0.26%
+17,801
129
$920K 0.25%
+25,238
130
$912K 0.25%
+10,823
131
$910K 0.25%
+24,437
132
$906K 0.25%
+37,665
133
$896K 0.25%
+30,607
134
$893K 0.25%
+7,028
135
$884K 0.24%
+50,248
136
$884K 0.24%
+9,829
137
$882K 0.24%
+5,483
138
$880K 0.24%
+24,434
139
$877K 0.24%
+51,125
140
$877K 0.24%
+41,224
141
$851K 0.23%
+34,197
142
$848K 0.23%
+54,914
143
$846K 0.23%
+10,306
144
$839K 0.23%
+8,130
145
$829K 0.23%
+10,078
146
$807K 0.22%
+430
147
$790K 0.22%
+12,363
148
$785K 0.22%
+85,916
149
$782K 0.22%
+15,017
150
$779K 0.21%
+9,854
4 5
6
7 8