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
326
$420K 0.07%
550
-11
327
$415K 0.07%
+5,975
328
$415K 0.07%
4,978
+110
329
$407K 0.07%
5,227
-2,995
330
$404K 0.07%
1,196
+105
331
$403K 0.07%
8,295
+1,343
332
$401K 0.06%
1,871
+301
333
$401K 0.06%
2,897
334
$400K 0.06%
+1,763
335
$399K 0.06%
22,742
-620
336
$399K 0.06%
+13,190
337
$398K 0.06%
8,971
+233
338
$397K 0.06%
7,290
-105
339
$395K 0.06%
7,737
-24
340
$394K 0.06%
+12,514
341
$389K 0.06%
+8,000
342
$388K 0.06%
16,074
+1,866
343
$387K 0.06%
2,971
+250
344
$387K 0.06%
+15,874
345
$387K 0.06%
+8,546
346
$386K 0.06%
2,999
+60
347
$384K 0.06%
1,838
348
$382K 0.06%
+11,250
349
$377K 0.06%
74,516
+45,501
350
$377K 0.06%
+16,487
12 13
14
15 16