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
126
$1.37M 0.18%
6,218
-48
127
$1.37M 0.18%
11,468
-520
128
$1.37M 0.18%
21,580
-45
129
$1.36M 0.17%
9,153
+86
130
$1.36M 0.17%
2,504
-652
131
$1.34M 0.17%
+14,489
132
$1.34M 0.17%
21,393
133
$1.33M 0.17%
3,809
-317
134
$1.33M 0.17%
14,682
-568
135
$1.32M 0.17%
20,768
136
$1.28M 0.16%
4,643
+3,781
137
$1.27M 0.16%
3,024
+328
138
$1.26M 0.16%
18,440
+5
139
$1.26M 0.16%
17,686
-189
140
$1.24M 0.16%
2,855
-11
141
$1.24M 0.16%
2,502
-24
142
$1.24M 0.16%
7,248
-25
143
$1.22M 0.16%
11,870
+1,595
144
$1.22M 0.16%
16,225
-90
145
$1.21M 0.16%
5,093
+81
146
$1.21M 0.16%
22,237
-39
147
$1.21M 0.15%
34,541
-407
148
$1.2M 0.15%
9,225
+10
149
$1.19M 0.15%
7,581
-22
150
$1.19M 0.15%
3,661
-69
4 5
6
7 8