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
151
$875K 0.19%
85,514
-555
152
$871K 0.19%
48,576
+902
153
$869K 0.19%
5,994
-61
154
$868K 0.19%
19,143
+702
155
$865K 0.19%
15,854
-259
156
$858K 0.19%
4,681
-267
157
$857K 0.19%
10,712
-1,125
158
$848K 0.19%
5,588
-315
159
$843K 0.19%
16,325
-2,690
160
$841K 0.19%
+17,837
161
$840K 0.19%
33,407
-610
162
$840K 0.19%
19,414
+11,965
163
$837K 0.19%
3,049
+292
164
$836K 0.19%
14,022
+555
165
$836K 0.19%
30,347
+662
166
$833K 0.18%
23,015
+2,595
167
$830K 0.18%
9,682
-90
168
$830K 0.18%
9,966
-17
169
$812K 0.18%
4,852
-446
170
$811K 0.18%
13,015
+6,312
171
$808K 0.18%
6,165
+371
172
$803K 0.18%
8,582
+254
173
$800K 0.18%
2,836
-54
174
$792K 0.18%
14,444
-1,530
175
$789K 0.17%
19,731
+2,520
5 6
7
8 9