IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
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
1
$9.69M 2.67%
+43,649
2
$7.8M 2.15%
+217,248
3
$7.13M 1.96%
+57,299
4
$5.57M 1.53%
+80,644
5
$5.48M 1.51%
+93,880
6
$5.34M 1.47%
+110,300
7
$4.8M 1.32%
+19,858
8
$4.22M 1.16%
+27,951
9
$3.57M 0.98%
+988,240
10
$3.51M 0.96%
+24,808
11
$3.46M 0.95%
+17,441
12
$3.42M 0.94%
+119,766
13
$3.17M 0.87%
+67,613
14
$3.11M 0.86%
+128,575
15
$3.1M 0.85%
+23,894
16
$2.92M 0.8%
+26,628
17
$2.83M 0.78%
+35,318
18
$2.73M 0.75%
+19,834
19
$2.72M 0.75%
+17,034
20
$2.69M 0.74%
+20,355
21
$2.57M 0.71%
+327,552
22
$2.57M 0.71%
+70,250
23
$2.56M 0.7%
+33,201
24
$2.51M 0.69%
+87,915
25
$2.39M 0.66%
+9,833
1
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