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
176
$786K 0.17%
51,368
+75
177
$779K 0.17%
14,461
-597
178
$777K 0.17%
75,763
-4,711
179
$771K 0.17%
+11,724
180
$770K 0.17%
10,911
-764
181
$766K 0.17%
25,652
+1,710
182
$762K 0.17%
43,292
183
$754K 0.17%
14,979
+4,973
184
$750K 0.17%
9,158
185
$750K 0.17%
16,231
+380
186
$749K 0.17%
14,310
+69
187
$741K 0.16%
15,739
-252
188
$739K 0.16%
8,584
+4,453
189
$730K 0.16%
17,799
+1,269
190
$725K 0.16%
2,971
+259
191
$724K 0.16%
13,557
-789
192
$722K 0.16%
+8,333
193
$721K 0.16%
27,370
+7,679
194
$716K 0.16%
13,673
+465
195
$712K 0.16%
18,031
-329
196
$710K 0.16%
9,733
-59
197
$710K 0.16%
12,262
+8,288
198
$709K 0.16%
9,310
+727
199
$709K 0.16%
17,011
-1,154
200
$709K 0.16%
3,777
6 7
8
9 10