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
126
$1.03M 0.22%
15,946
+10,152
127
$1M 0.22%
62,984
-1,377
128
$983K 0.21%
+10,695
129
$976K 0.21%
18,173
-1,723
130
$962K 0.21%
4,763
+3,438
131
$960K 0.21%
+5,724
132
$958K 0.21%
+6,026
133
$958K 0.21%
7,362
-5,853
134
$944K 0.21%
+18,192
135
$941K 0.2%
+32,839
136
$939K 0.2%
11,837
-36
137
$935K 0.2%
5,903
+446
138
$916K 0.2%
+7,225
139
$913K 0.2%
19,570
+1,340
140
$912K 0.2%
23,000
-233
141
$911K 0.2%
25,014
142
$910K 0.2%
4,948
-40
143
$901K 0.2%
6,409
+4,629
144
$897K 0.2%
+37,082
145
$882K 0.19%
16,113
-619
146
$881K 0.19%
+6,490
147
$880K 0.19%
+18,441
148
$879K 0.19%
504
149
$877K 0.19%
41,238
150
$872K 0.19%
+18,347
4 5
6
7 8