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
301
$453K 0.06%
2,614
+129
302
$451K 0.06%
5,890
303
$450K 0.06%
9,020
-4,718
304
$448K 0.06%
19,747
-39
305
$442K 0.06%
10,930
+414
306
$440K 0.06%
10,903
307
$440K 0.06%
7,021
+21
308
$438K 0.06%
11,495
309
$437K 0.06%
11,007
-128
310
$436K 0.06%
5,092
+539
311
$434K 0.06%
9,272
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312
$434K 0.06%
17,357
313
$431K 0.06%
1,118
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314
$424K 0.06%
5,443
315
$421K 0.06%
3,244
+1,334
316
$418K 0.06%
10,760
+1
317
$416K 0.06%
1,064
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318
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+5,066
319
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5,749
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320
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4,755
321
$412K 0.06%
4,697
-12
322
$412K 0.06%
13,995
323
$411K 0.06%
66,681
324
$410K 0.06%
16,822
+3,132
325
$406K 0.05%
10,881
11 12
13
14 15