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
276
$545K 0.09%
32,804
277
$539K 0.09%
9,295
+30
278
$539K 0.09%
1,476
-2
279
$536K 0.09%
8,978
+1
280
$534K 0.09%
6,669
281
$531K 0.09%
4,440
+2,205
282
$530K 0.09%
6,988
-265
283
$528K 0.09%
3,997
+689
284
$525K 0.08%
9,740
285
$520K 0.08%
+5,781
286
$508K 0.08%
38,486
+1,174
287
$507K 0.08%
4,024
-4
288
$495K 0.08%
+15,762
289
$494K 0.08%
8,721
+176
290
$491K 0.08%
26,927
291
$490K 0.08%
1,949
-15
292
$489K 0.08%
2,135
+1,424
293
$489K 0.08%
10,145
-62
294
$488K 0.08%
+2,591
295
$484K 0.08%
4,600
296
$482K 0.08%
4,827
297
$482K 0.08%
+18,608
298
$481K 0.08%
+5,900
299
$478K 0.08%
7,708
-52
300
$474K 0.08%
3,461
-3
10 11
12
13 14