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
176
$684K 0.19%
+7,606
177
$684K 0.19%
+91,490
178
$678K 0.19%
+13,183
179
$670K 0.18%
+3,977
180
$668K 0.18%
+19,333
181
$661K 0.18%
+6,126
182
$657K 0.18%
+28,701
183
$654K 0.18%
+7,624
184
$635K 0.17%
+9,495
185
$629K 0.17%
+8,964
186
$627K 0.17%
+3,611
187
$623K 0.17%
+4,434
188
$618K 0.17%
+12,992
189
$614K 0.17%
+13,989
190
$608K 0.17%
+6,342
191
$605K 0.17%
+42,023
192
$605K 0.17%
+4,794
193
$605K 0.17%
+12,422
194
$602K 0.17%
+13,889
195
$601K 0.17%
+14,953
196
$587K 0.16%
+7,939
197
$585K 0.16%
+10,941
198
$582K 0.16%
+18,723
199
$577K 0.16%
+24,360
200
$571K 0.16%
+10,851
6 7
8
9 10