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
276
$510K 0.07%
4,961
-1,144
277
$510K 0.07%
3,686
278
$506K 0.07%
3,082
-1,238
279
$505K 0.07%
4,349
-61
280
$494K 0.07%
25,170
281
$494K 0.07%
59,965
-720
282
$494K 0.07%
3,597
+103
283
$494K 0.07%
1,121
284
$485K 0.07%
5,494
-22
285
$485K 0.07%
3,024
286
$484K 0.06%
5,242
+8
287
$476K 0.06%
70,014
+124
288
$475K 0.06%
1,590
+439
289
$475K 0.06%
16,731
+366
290
$474K 0.06%
1,079
-3
291
$473K 0.06%
4,691
-50
292
$472K 0.06%
24,013
-192
293
$471K 0.06%
32,655
294
$468K 0.06%
2,928
295
$467K 0.06%
6,999
-174
296
$465K 0.06%
9,554
-1,032
297
$464K 0.06%
2,696
+595
298
$464K 0.06%
4,421
-109
299
$462K 0.06%
7,824
+1,873
300
$458K 0.06%
+2,672
10 11
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