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
351
$377K 0.06%
11,030
352
$372K 0.06%
1,386
353
$372K 0.06%
3,137
354
$371K 0.06%
8,857
-145
355
$371K 0.06%
7,092
+6
356
$371K 0.06%
6,690
357
$370K 0.06%
27,419
358
$369K 0.06%
8,048
-23
359
$369K 0.06%
17,667
360
$364K 0.06%
8,808
+226
361
$363K 0.06%
1,459
+404
362
$362K 0.06%
+15,392
363
$361K 0.06%
+5,545
364
$360K 0.06%
2,314
-126
365
$359K 0.06%
1,257
+40
366
$359K 0.06%
2,995
+1,825
367
$357K 0.06%
1,576
-44
368
$357K 0.06%
1,171
-2,371
369
$356K 0.06%
4,218
+59
370
$356K 0.06%
3,000
371
$353K 0.06%
1,956
+212
372
$351K 0.06%
15,329
+115
373
$351K 0.06%
1,542
-285
374
$350K 0.06%
7,574
-13
375
$350K 0.06%
+31,054
13 14
15
16 17