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
376
$321K 0.04%
977
+179
377
$317K 0.04%
2,424
378
$317K 0.04%
5,010
+209
379
$315K 0.04%
5,561
-108
380
$315K 0.04%
10,763
+1,972
381
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+5,863
382
$313K 0.04%
1,918
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383
$303K 0.04%
10,804
384
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3,981
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385
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4,148
386
$301K 0.04%
1,984
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387
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2,895
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388
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6,234
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389
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7,491
390
$291K 0.04%
11,400
-100
391
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2,713
-119
392
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755
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393
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394
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14,287
395
$285K 0.04%
2,728
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396
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2,229
397
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1,380
-102
398
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2,790
+43
399
$280K 0.04%
3,975
+30
400
$279K 0.04%
8,326
+1,477
14 15
16
17 18