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
151
$1.19M 0.15%
7,442
-14
152
$1.18M 0.15%
41,790
-113
153
$1.18M 0.15%
4,988
-2
154
$1.17M 0.15%
11,692
+117
155
$1.17M 0.15%
18,960
+2,667
156
$1.16M 0.15%
9,521
+26
157
$1.15M 0.15%
17,041
-219
158
$1.15M 0.15%
2,578
159
$1.14M 0.15%
5,560
+760
160
$1.14M 0.15%
6,098
+666
161
$1.13M 0.15%
8,578
+93
162
$1.12M 0.14%
22,791
+1
163
$1.12M 0.14%
18,100
-2,168
164
$1.11M 0.14%
12,868
165
$1.11M 0.14%
5,227
-39
166
$1.11M 0.14%
9,636
+688
167
$1.1M 0.14%
24,646
168
$1.1M 0.14%
15,826
+3
169
$1.09M 0.14%
10,380
-302
170
$1.08M 0.14%
4,428
+2,747
171
$1.07M 0.14%
29,001
-245
172
$1.06M 0.14%
9,659
-575
173
$1.05M 0.14%
17,625
174
$1.04M 0.13%
7,861
-705
175
$1.04M 0.13%
+7,613
5 6
7
8 9