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
351
$362K 0.05%
2,644
+1
352
$361K 0.05%
5,353
+1
353
$359K 0.05%
11,160
+1,752
354
$358K 0.05%
32,500
-10,000
355
$355K 0.05%
15,281
-34
356
$355K 0.05%
18,847
357
$353K 0.05%
1,573
-18
358
$350K 0.05%
3,583
-99
359
$350K 0.05%
1,172
-15
360
$349K 0.05%
4,796
+585
361
$348K 0.05%
715
+300
362
$347K 0.05%
2,929
-190
363
$341K 0.05%
3,713
+136
364
$341K 0.05%
2,577
-32
365
$336K 0.05%
19,954
-63
366
$336K 0.05%
5,128
+171
367
$334K 0.04%
7,041
+354
368
$329K 0.04%
+3,401
369
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4,027
+18
370
$328K 0.04%
2,058
371
$328K 0.04%
8,432
+73
372
$327K 0.04%
4,220
+25
373
$327K 0.04%
4,924
+16
374
$325K 0.04%
2,329
-1
375
$324K 0.04%
6,863
-299
13 14
15
16 17