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
176
$731K 0.16%
20,420
+1,602
177
$731K 0.16%
+15,851
178
$730K 0.16%
+4,536
179
$723K 0.16%
9,792
-94
180
$717K 0.16%
11,005
181
$711K 0.15%
16,530
+582
182
$711K 0.15%
+5,794
183
$709K 0.15%
+14,241
184
$700K 0.15%
18,165
-676
185
$691K 0.15%
13,227
-12,236
186
$690K 0.15%
+3,777
187
$686K 0.15%
+15,752
188
$682K 0.15%
+18,360
189
$682K 0.15%
+10,481
190
$680K 0.15%
2,757
-9
191
$677K 0.15%
17,211
+2,476
192
$674K 0.15%
2,712
-284
193
$672K 0.15%
23,942
+2,291
194
$667K 0.15%
+9,986
195
$661K 0.14%
+15,654
196
$655K 0.14%
5,100
-70
197
$637K 0.14%
+13,208
198
$633K 0.14%
11,277
+438
199
$632K 0.14%
13,066
-3,057
200
$630K 0.14%
+12,195
6 7
8
9 10