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
$746M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.41M
3
+$1.24M
4
TSLA icon
Tesla
TSLA
+$826K
5
ABSI icon
Absci
ABSI
+$825K

Top Sells

1
+$64.6M
2
+$5.19M
3
+$2.21M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.12M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$883K

Sector Composition

1 Technology 30.96%
2 Consumer Discretionary 7.95%
3 Financials 7.73%
4 Industrials 6.6%
5 Healthcare 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$671K 0.09%
6,298
+336
227
$671K 0.09%
5,100
+409
228
$668K 0.09%
2,201
+170
229
$667K 0.09%
1,384
+232
230
$657K 0.09%
2,371
+4
231
$655K 0.09%
63,068
+20,395
232
$650K 0.09%
4,159
-62
233
$648K 0.09%
11,804
+4,322
234
$642K 0.09%
11,397
+2,264
235
$638K 0.09%
8,660
+121
236
$637K 0.09%
9,737
+35
237
$637K 0.09%
12,759
+224
238
$635K 0.09%
17,058
+7,282
239
$633K 0.08%
12,205
+19
240
$625K 0.08%
7,704
-2,194
241
$614K 0.08%
3,882
-191
242
$605K 0.08%
7,836
-360
243
$602K 0.08%
8,122
-1,184
244
$602K 0.08%
10,578
-100
245
$601K 0.08%
4,058
+695
246
$599K 0.08%
11,816
-47
247
$595K 0.08%
3,087
+202
248
$593K 0.08%
4,985
-19
249
$593K 0.08%
+4,010
250
$588K 0.08%
3,665
-262
8 9
10
11 12