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
401
$278K 0.04%
1,528
-469
402
$278K 0.04%
1,754
+244
403
$276K 0.04%
3,663
404
$275K 0.04%
2,275
405
$274K 0.04%
+2,178
406
$274K 0.04%
4,365
407
$273K 0.04%
4,009
-160
408
$273K 0.04%
2,000
409
$270K 0.04%
10,248
410
$269K 0.04%
1,281
411
$267K 0.04%
3,032
-186
412
$265K 0.04%
+1,388
413
$264K 0.04%
335
-5
414
$263K 0.04%
14,396
-18
415
$263K 0.04%
1,294
-29
416
$263K 0.04%
4,675
417
$262K 0.04%
3,673
418
$262K 0.04%
40,068
419
$262K 0.04%
43,590
420
$262K 0.04%
13,775
421
$260K 0.03%
1,092
+6
422
$259K 0.03%
6,099
+111
423
$256K 0.03%
6,188
424
$254K 0.03%
2,709
425
$253K 0.03%
1,069
+3
15 16
17
18 19