IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
1-Year Return
22.84%
This Quarter Return
+6.56%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$746M
AUM Growth
-$25.7M
(-3.3%)
Cap. Flow
-$61.2M
Cap. Flow
% of AUM
-8.2%
Top 10 Holdings %
Top 10 Hldgs %
30.79%
Holding
523
New
22
Increased
197
Reduced
181
Closed
18
Top Buys
| 1 |
Microsoft
MSFT
|
$2.27M |
| 2 |
Vanguard Russell 2000 Value ETF
VTWV
|
$1.41M |
| 3 |
Viking Therapeutics
VKTX
|
$1.24M |
| 4 |
Tesla
TSLA
|
$826K |
| 5 |
Absci
ABSI
|
$825K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$64.6M |
| 2 |
Invesco QQQ Trust
QQQ
|
$5.19M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$2.21M |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
$2.12M |
| 5 |
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% |
