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
201
$708K 0.16%
10,616
+3,129
202
$707K 0.16%
11,058
-219
203
$698K 0.15%
20,211
+2,370
204
$696K 0.15%
10,307
-174
205
$690K 0.15%
+9,493
206
$689K 0.15%
12,135
-60
207
$681K 0.15%
15,549
-105
208
$671K 0.15%
4,262
-274
209
$670K 0.15%
9,477
-509
210
$662K 0.15%
20,928
+1,171
211
$656K 0.15%
16,509
+757
212
$656K 0.15%
11,862
+297
213
$655K 0.15%
10,880
-125
214
$654K 0.14%
8,462
+272
215
$645K 0.14%
3,687
-13,761
216
$642K 0.14%
4,975
-125
217
$640K 0.14%
12,492
+804
218
$639K 0.14%
1,784
-2
219
$624K 0.14%
4,927
-2,399
220
$624K 0.14%
16,953
+12
221
$623K 0.14%
24,203
-400
222
$622K 0.14%
24,360
223
$622K 0.14%
12,672
-394
224
$617K 0.14%
5,719
-129
225
$611K 0.14%
10,387
+914
7 8
9
10 11