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
201
$628K 0.14%
8,190
+368
202
$628K 0.14%
8,492
203
$628K 0.14%
+6,183
204
$623K 0.14%
+8,583
205
$622K 0.14%
24,360
206
$620K 0.13%
9,071
-129
207
$611K 0.13%
17,469
+1
208
$611K 0.13%
5,848
-179
209
$608K 0.13%
3,350
+363
210
$608K 0.13%
+12,576
211
$601K 0.13%
6,544
-1,457
212
$598K 0.13%
19,757
+3,399
213
$598K 0.13%
+11,565
214
$593K 0.13%
17,841
+1,786
215
$578K 0.13%
12,222
+940
216
$566K 0.12%
+9,555
217
$565K 0.12%
11,688
+4
218
$564K 0.12%
19,592
-4,782
219
$563K 0.12%
4,944
-3,377
220
$562K 0.12%
+9,473
221
$555K 0.12%
10,432
+292
222
$554K 0.12%
10,955
223
$552K 0.12%
1,344
+138
224
$551K 0.12%
+16,941
225
$547K 0.12%
15,435
7 8
9
10 11