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
151
$870K 0.19%
22,994
+1,577
152
$857K 0.19%
+7,326
153
$841K 0.18%
34,017
-5,488
154
$835K 0.18%
9,772
-121
155
$829K 0.18%
2,890
156
$828K 0.18%
6,034
-348
157
$818K 0.18%
47,674
+623
158
$804K 0.17%
9,983
-140
159
$799K 0.17%
15,974
-687
160
$799K 0.17%
29,685
-25,717
161
$793K 0.17%
+8,328
162
$786K 0.17%
42,120
-1,200
163
$783K 0.17%
+9,637
164
$783K 0.17%
13,467
-4,146
165
$779K 0.17%
43,292
-4
166
$776K 0.17%
5,298
-56
167
$773K 0.17%
+80,474
168
$756K 0.16%
17,557
+1,145
169
$755K 0.16%
+86,069
170
$752K 0.16%
+15,058
171
$751K 0.16%
+51,293
172
$745K 0.16%
9,158
173
$741K 0.16%
15,991
+723
174
$737K 0.16%
14,346
-2,160
175
$732K 0.16%
24,603
-241
5 6
7
8 9