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
251
$585K 0.08%
9,846
-547
252
$580K 0.08%
18,732
+5,691
253
$577K 0.08%
6,689
-80
254
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2,236
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255
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3,419
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256
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1,793
-178
257
$558K 0.07%
2,373
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258
$556K 0.07%
1,039
-346
259
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260
$555K 0.07%
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-31
261
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8,385
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262
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336
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263
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3,772
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264
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991
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265
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266
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269
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45,012
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271
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7,551
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272
$514K 0.07%
2,947
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273
$513K 0.07%
+7,068
274
$510K 0.07%
9,460
-39
275
$510K 0.07%
9,740
9 10
11
12 13