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
451
$267K 0.04%
888
+98
452
$264K 0.04%
1,495
453
$264K 0.04%
676
454
$262K 0.04%
1,178
-204
455
$259K 0.04%
1,599
+42
456
$257K 0.04%
12,606
457
$255K 0.04%
4,012
-540
458
$254K 0.04%
6,782
459
$254K 0.04%
1,374
460
$254K 0.04%
1,821
461
$252K 0.04%
+562
462
$250K 0.04%
23,772
463
$250K 0.04%
+4,191
464
$248K 0.04%
6,283
+5
465
$248K 0.04%
2,636
466
$245K 0.04%
1,304
467
$244K 0.04%
2,100
468
$242K 0.04%
2,236
+170
469
$242K 0.04%
5,019
470
$241K 0.04%
+13,609
471
$241K 0.04%
+1,810
472
$241K 0.04%
8,011
473
$241K 0.04%
+21,000
474
$241K 0.04%
4,765
-73
475
$241K 0.04%
4,396
17 18
19
20 21