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
$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
1
$9.33M 2.06%
69,634
-4,526
2
$9.16M 2.03%
185,180
-688,364
3
$8.28M 1.83%
30,761
-15,588
4
$7.8M 1.73%
82,380
-10,460
5
$7.17M 1.59%
85,535
-871
6
$7.14M 1.58%
24,224
-384
7
$6.33M 1.4%
42,196
-8,140
8
$6.04M 1.34%
20,486
+14,902
9
$5.89M 1.3%
16,172
-577
10
$5.19M 1.15%
26,888
-199
11
$5.18M 1.15%
45,259
-2,089
12
$4.64M 1.03%
57,482
-4,631
13
$4.28M 0.95%
147,537
+5,438
14
$4.23M 0.94%
25,883
-5,109
15
$3.99M 0.88%
28,548
+1,721
16
$3.86M 0.86%
65,673
-3,053
17
$3.65M 0.81%
889,560
-47,160
18
$3.62M 0.8%
59,941
-4,504
19
$3.45M 0.76%
30,094
-2,657
20
$3.28M 0.73%
17,804
+1,422
21
$3M 0.66%
288,712
-6,176
22
$2.97M 0.66%
26,527
+2,944
23
$2.92M 0.65%
35,144
-5,214
24
$2.89M 0.64%
26,140
-1,455
25
$2.88M 0.64%
41,593
-50
1
2 3 4 5