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
26
$3.93M 0.64%
95,247
+1,139
27
$3.89M 0.63%
105,051
+1,716
28
$3.88M 0.63%
37,654
+2,122
29
$3.85M 0.62%
9,272
+7,232
30
$3.85M 0.62%
11,654
+2,212
31
$3.78M 0.61%
10,584
+42
32
$3.69M 0.6%
22,791
+486
33
$3.6M 0.58%
32,904
+19,403
34
$3.4M 0.55%
25,098
+6,268
35
$3.31M 0.54%
86,398
+1,272
36
$3.3M 0.53%
20,777
+225
37
$3.3M 0.53%
13,647
-77
38
$3.13M 0.51%
14,122
-55
39
$3.1M 0.5%
13,383
+3,261
40
$3.04M 0.49%
51,371
-742
41
$2.96M 0.48%
21,727
+5,297
42
$2.93M 0.47%
21,259
43
$2.92M 0.47%
40,014
-16,064
44
$2.91M 0.47%
15,204
+881
45
$2.89M 0.47%
13,485
+105
46
$2.84M 0.46%
7,989
-27
47
$2.83M 0.46%
39,161
48
$2.83M 0.46%
86,252
-1,168
49
$2.81M 0.45%
73,248
50
$2.78M 0.45%
74,224
+28
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