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
$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
1
$19.2M 4.18%
873,544
+656,324
2
$12M 2.62%
+46,349
3
$9.99M 2.17%
+86,870
4
$8.75M 1.9%
+74,160
5
$8.27M 1.8%
92,840
-300
6
$7.29M 1.58%
+50,336
7
$6.56M 1.43%
24,608
-385
8
$6.42M 1.4%
+86,406
9
$6.39M 1.39%
16,749
-51
10
$5.94M 1.29%
21,041
+1,035
11
$4.96M 1.08%
62,113
+26,196
12
$4.92M 1.07%
47,348
-1,317
13
$4.85M 1.05%
+30,992
14
$4.51M 0.98%
27,087
+58
15
$4.21M 0.91%
936,720
-3,960
16
$3.92M 0.85%
142,099
+7,092
17
$3.89M 0.85%
68,726
-65
18
$3.65M 0.79%
64,445
-1,353
19
$3.54M 0.77%
19,708
+101
20
$3.47M 0.76%
+32,751
21
$3.47M 0.75%
203,595
+7,454
22
$3.32M 0.72%
17,448
+156
23
$3.28M 0.71%
+40,358
24
$3.11M 0.68%
16,382
-1,721
25
$3.09M 0.67%
41,643
-640
1
2 3 4 5