IFWM
Institute for Wealth Management Portfolio holdings
AUM $896M
1-Year Return
22.84%
This Quarter Return
-5.49%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$778M
AUM Growth
-$18.4M
(-2.3%)
Cap. Flow
+$36.8M
Cap. Flow
% of AUM
4.73%
Top 10 Holdings %
Top 10 Hldgs %
27.27%
Holding
550
New
45
Increased
135
Reduced
230
Closed
26
Top Buys
| 1 |
Vanguard Russell 2000 Growth ETF
VTWG
|
+$6.08M |
| 2 |
Lam Research
LRCX
|
+$5.36M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$4.58M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$3.19M |
| 5 |
Vanguard Russell 2000 Value ETF
VTWV
|
+$3.01M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.21M |
| 2 |
Recursion Pharmaceuticals
RXRX
|
+$3.93M |
| 3 |
Absci
ABSI
|
+$802K |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$691K |
| 5 |
Vanguard Materials ETF
VAW
|
+$593K |
Sector Composition
| 1 | Technology | 26.78% |
| 2 | Financials | 9.54% |
| 3 | Consumer Discretionary | 8.34% |
| 4 | Industrials | 7.63% |
| 5 | Communication Services | 5.23% |
