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
426
$251K 0.03%
3,224
-134
427
$251K 0.03%
2,355
+360
428
$250K 0.03%
1,815
429
$250K 0.03%
6,598
430
$250K 0.03%
953
-8,086
431
$250K 0.03%
3,193
432
$250K 0.03%
3,751
+35
433
$250K 0.03%
+84
434
$248K 0.03%
+1,101
435
$248K 0.03%
12,179
436
$247K 0.03%
1,408
437
$247K 0.03%
52,052
-1,087
438
$246K 0.03%
3,218
+322
439
$245K 0.03%
15,797
440
$243K 0.03%
+1,304
441
$243K 0.03%
11,870
-260
442
$243K 0.03%
2,006
+226
443
$241K 0.03%
564
444
$241K 0.03%
+5,329
445
$235K 0.03%
2,487
-66
446
$232K 0.03%
1,896
-17
447
$231K 0.03%
5,071
+9
448
$226K 0.03%
2,187
+1
449
$224K 0.03%
4,465
450
$222K 0.03%
2,380
16 17
18
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