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
126
$1.04M 0.23%
17,106
+338
127
$1.04M 0.23%
14,282
+458
128
$1.03M 0.23%
+5,739
129
$1.03M 0.23%
12,545
+2,908
130
$1.02M 0.22%
7,452
+962
131
$1.01M 0.22%
21,431
+130
132
$1.01M 0.22%
62,122
-862
133
$1.01M 0.22%
13,950
-1,728
134
$999K 0.22%
32,739
-100
135
$994K 0.22%
22,132
-868
136
$968K 0.21%
18,174
+617
137
$954K 0.21%
25,072
+2,078
138
$951K 0.21%
9,426
-213
139
$939K 0.21%
501
-3
140
$938K 0.21%
25,014
141
$932K 0.21%
7,019
-206
142
$914K 0.2%
+6,146
143
$913K 0.2%
7,659
+2,715
144
$911K 0.2%
26,826
+834
145
$908K 0.2%
17,874
-318
146
$908K 0.2%
40,838
-400
147
$906K 0.2%
18,149
-198
148
$901K 0.2%
37,815
+733
149
$895K 0.2%
8,797
+2,614
150
$881K 0.2%
+17,870
4 5
6
7 8