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
301
$472K 0.08%
12,786
-102
302
$469K 0.08%
2,285
-17
303
$466K 0.08%
7,200
+996
304
$466K 0.08%
7,697
305
$465K 0.08%
3,578
-37
306
$461K 0.07%
6,841
+7
307
$459K 0.07%
+13,146
308
$457K 0.07%
5,188
-2,346
309
$455K 0.07%
+11,000
310
$454K 0.07%
10,839
-102
311
$453K 0.07%
3,241
312
$452K 0.07%
16,653
313
$451K 0.07%
+6,670
314
$449K 0.07%
4,999
-112
315
$446K 0.07%
+4,478
316
$446K 0.07%
3,099
-300
317
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+33,470
318
$437K 0.07%
10,868
319
$436K 0.07%
6,577
+1
320
$435K 0.07%
3,875
+413
321
$430K 0.07%
1,079
322
$429K 0.07%
4,883
+1
323
$429K 0.07%
5,678
324
$426K 0.07%
2,311
325
$422K 0.07%
1,029
+82
11 12
13
14 15