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
201
$565K 0.16%
+15,634
202
$565K 0.16%
+11,834
203
$564K 0.16%
+10,860
204
$561K 0.15%
+13,722
205
$560K 0.15%
+9,846
206
$556K 0.15%
+2,952
207
$554K 0.15%
+7,110
208
$550K 0.15%
+29,327
209
$548K 0.15%
+9,891
210
$545K 0.15%
+9,895
211
$545K 0.15%
+19,111
212
$544K 0.15%
+6,755
213
$542K 0.15%
+12,240
214
$539K 0.15%
+13,179
215
$534K 0.15%
+4,622
216
$533K 0.15%
+24,531
217
$532K 0.15%
+4,095
218
$522K 0.14%
+6,828
219
$520K 0.14%
+3,687
220
$516K 0.14%
+2,379
221
$514K 0.14%
+2,133
222
$514K 0.14%
+9,528
223
$512K 0.14%
+23,191
224
$501K 0.14%
+10,403
225
$499K 0.14%
+5,656
7 8
9
10 11