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
401
$322K 0.05%
5,681
402
$322K 0.05%
690
+33
403
$321K 0.05%
2,953
404
$320K 0.05%
479
+1
405
$319K 0.05%
2,970
406
$317K 0.05%
5,055
+230
407
$315K 0.05%
985
408
$315K 0.05%
+19,214
409
$314K 0.05%
14,152
410
$313K 0.05%
2,819
+109
411
$312K 0.05%
+5,491
412
$310K 0.05%
+9,318
413
$309K 0.05%
2,583
-21
414
$309K 0.05%
+6,362
415
$309K 0.05%
4,000
416
$307K 0.05%
3,617
417
$306K 0.05%
15,934
+18
418
$306K 0.05%
3,416
+265
419
$305K 0.05%
2,321
420
$304K 0.05%
2,299
+1
421
$303K 0.05%
+38,968
422
$302K 0.05%
11,725
423
$301K 0.05%
+5,826
424
$299K 0.05%
+50,704
425
$297K 0.05%
+6,640
15 16
17
18 19