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
151
$767K 0.21%
+9,859
152
$761K 0.21%
+6,297
153
$758K 0.21%
+19,502
154
$757K 0.21%
+6,457
155
$755K 0.21%
+16,028
156
$753K 0.21%
+12,037
157
$746K 0.21%
+12,334
158
$745K 0.21%
+10,132
159
$745K 0.21%
+25,014
160
$740K 0.2%
+22,034
161
$739K 0.2%
+13,670
162
$738K 0.2%
+19,156
163
$737K 0.2%
+10,232
164
$732K 0.2%
+16,544
165
$732K 0.2%
+6,769
166
$723K 0.2%
+11,825
167
$722K 0.2%
+13,439
168
$719K 0.2%
+11,219
169
$718K 0.2%
+23,427
170
$711K 0.2%
+11,355
171
$707K 0.19%
+13,656
172
$703K 0.19%
+14,800
173
$694K 0.19%
+5,394
174
$692K 0.19%
+25,053
175
$689K 0.19%
+6,302
5 6
7
8 9