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
$778M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.36M
3
+$4.58M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.19M
5
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$3.01M

Top Sells

1
+$4.21M
2
+$3.93M
3
+$802K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$691K
5
VAW icon
Vanguard Materials ETF
VAW
+$593K

Sector Composition

1 Technology 26.78%
2 Financials 9.54%
3 Consumer Discretionary 8.34%
4 Industrials 7.63%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$884K 0.11%
26,804
+15
202
$883K 0.11%
11,285
-3
203
$870K 0.11%
14,613
+2
204
$866K 0.11%
7,681
-627
205
$865K 0.11%
11,242
206
$851K 0.11%
14,975
+195
207
$851K 0.11%
30,434
-1,852
208
$850K 0.11%
22,440
209
$847K 0.11%
8,777
+1,949
210
$845K 0.11%
1,814
+30
211
$843K 0.11%
9,395
-72
212
$837K 0.11%
2,709
-278
213
$835K 0.11%
8,679
+4,218
214
$834K 0.11%
2,674
215
$831K 0.11%
14,434
+1,381
216
$820K 0.11%
7,317
-40
217
$820K 0.11%
10,209
-150
218
$817K 0.1%
4,195
-39
219
$815K 0.1%
5,578
-274
220
$815K 0.1%
1,211
-5
221
$814K 0.1%
6,274
-365
222
$813K 0.1%
1,599
+5
223
$804K 0.1%
+44,245
224
$800K 0.1%
17,791
-763
225
$796K 0.1%
11,283
+291
7 8
9
10 11