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
251
$603K 0.1%
7,563
+143
252
$602K 0.1%
+7,000
253
$601K 0.1%
24,372
-330
254
$597K 0.1%
2,623
+7
255
$594K 0.1%
+290
256
$594K 0.1%
1,006
-38
257
$593K 0.1%
9,260
-70
258
$585K 0.09%
3,960
-12
259
$584K 0.09%
1,070
+45
260
$580K 0.09%
11,940
261
$577K 0.09%
2,450
+46
262
$576K 0.09%
10,024
-116
263
$575K 0.09%
26,344
-28
264
$572K 0.09%
3,420
265
$571K 0.09%
5,828
-7
266
$571K 0.09%
11,808
+533
267
$569K 0.09%
9,734
+342
268
$569K 0.09%
10,711
+40
269
$567K 0.09%
14,056
-150
270
$565K 0.09%
+6,033
271
$565K 0.09%
11,667
+3,005
272
$563K 0.09%
473
+231
273
$548K 0.09%
5,850
+29
274
$546K 0.09%
1,136
275
$546K 0.09%
12,465
+2,731
9 10
11
12 13