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
326
$406K 0.05%
3,064
+107
327
$404K 0.05%
7,670
+322
328
$402K 0.05%
28,660
-146
329
$399K 0.05%
1,854
+27
330
$393K 0.05%
3,689
-42
331
$391K 0.05%
27,527
332
$389K 0.05%
6,166
333
$387K 0.05%
5,164
334
$387K 0.05%
8,699
335
$386K 0.05%
1,680
+217
336
$386K 0.05%
377
+3
337
$381K 0.05%
3,705
+989
338
$379K 0.05%
10,552
339
$379K 0.05%
8,133
-5,398
340
$378K 0.05%
1,731
+26
341
$377K 0.05%
5,273
342
$377K 0.05%
1,459
-39
343
$373K 0.05%
1,388
+3
344
$372K 0.05%
2,392
+42
345
$367K 0.05%
7,238
-18
346
$366K 0.05%
2,080
-246
347
$366K 0.05%
11,781
348
$366K 0.05%
2,965
349
$364K 0.05%
14,388
+2,799
350
$364K 0.05%
53,419
12 13
14
15 16