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
$612M
AUM Growth
-$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.87M
3
+$2.12M
4
ABSI icon
Absci
ABSI
+$2.05M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M

Top Sells

1
+$3.26M
2
+$1.93M
3
+$1.17M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$723K
5
RESN
Resonant Inc.
RESN
+$485K

Sector Composition

1 Technology 21.25%
2 Consumer Discretionary 9.96%
3 Financials 9.96%
4 Industrials 6.78%
5 Healthcare 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$680K 0.11%
3,605
+202
227
$678K 0.11%
14,812
+36
228
$676K 0.11%
5,745
229
$676K 0.11%
2,699
+16
230
$668K 0.11%
6,592
+5
231
$661K 0.11%
4,660
+217
232
$658K 0.11%
+15,124
233
$656K 0.11%
7,595
234
$652K 0.11%
+770
235
$648K 0.1%
5,203
236
$645K 0.1%
9,018
-75
237
$641K 0.1%
28,657
238
$635K 0.1%
3,776
+2
239
$631K 0.1%
12,340
240
$629K 0.1%
12,189
+1,694
241
$628K 0.1%
77,780
-530
242
$620K 0.1%
4,975
-97
243
$619K 0.1%
23,334
+201
244
$619K 0.1%
+12,320
245
$619K 0.1%
9,176
+440
246
$612K 0.1%
7,896
+249
247
$610K 0.1%
7,390
-106
248
$607K 0.1%
3,659
+310
249
$604K 0.1%
+11,320
250
$603K 0.1%
1,199
+30
8 9
10
11 12