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
451
$221K 0.03%
7,636
452
$221K 0.03%
+818
453
$220K 0.03%
4,600
-42
454
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+2,779
455
$220K 0.03%
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456
$219K 0.03%
66,886
-42
457
$219K 0.03%
3,045
458
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459
$217K 0.03%
22,123
-1,412
460
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912
461
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+10,178
462
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2,200
463
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4,455
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464
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465
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-794
466
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1,416
467
$212K 0.03%
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468
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30,500
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469
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470
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4,882
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471
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1,464
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5,426
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473
$205K 0.03%
4,417
474
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16,039
475
$205K 0.03%
4,179
-456
17 18
19
20 21