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
376
$349K 0.06%
+20,000
377
$348K 0.06%
9,686
378
$345K 0.06%
4,756
+3
379
$345K 0.06%
4,638
-317
380
$344K 0.06%
2,720
381
$343K 0.06%
38,667
382
$343K 0.06%
10,519
+2
383
$342K 0.06%
5,211
384
$341K 0.06%
20,150
385
$340K 0.06%
6,191
-34
386
$337K 0.05%
1,721
-76
387
$337K 0.05%
4,974
388
$336K 0.05%
13,156
389
$335K 0.05%
2,090
-24
390
$334K 0.05%
3,194
+19
391
$334K 0.05%
+25,850
392
$333K 0.05%
+2,666
393
$333K 0.05%
1,086
394
$333K 0.05%
38,488
395
$331K 0.05%
+5,104
396
$330K 0.05%
7,995
397
$330K 0.05%
2,978
-28
398
$329K 0.05%
3,047
399
$327K 0.05%
7,047
+154
400
$327K 0.05%
2,551
14 15
16
17 18