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
426
$295K 0.05%
7,466
+300
427
$294K 0.05%
+6,145
428
$293K 0.05%
9,250
+1,350
429
$293K 0.05%
2,286
-10
430
$288K 0.05%
1,162
431
$287K 0.05%
2,790
-71
432
$287K 0.05%
2,755
+15
433
$287K 0.05%
1,920
434
$284K 0.05%
1,998
435
$282K 0.05%
4,767
+61
436
$280K 0.05%
3,624
437
$280K 0.05%
1,339
438
$280K 0.05%
5,264
439
$280K 0.05%
+8,717
440
$279K 0.05%
3,382
-104
441
$278K 0.05%
2,522
-109
442
$278K 0.05%
3,782
+285
443
$277K 0.04%
+5,588
444
$274K 0.04%
4,176
445
$274K 0.04%
2,137
+32
446
$273K 0.04%
7,250
447
$273K 0.04%
+29,040
448
$272K 0.04%
+33,500
449
$272K 0.04%
1,198
450
$269K 0.04%
+2,582
16 17
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