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
26
$4.75M 0.64%
18,207
+234
27
$4.7M 0.63%
20,794
+47
28
$4.69M 0.63%
47,945
-213
29
$4.64M 0.62%
46,735
+296
30
$4.6M 0.62%
112,007
-141
31
$4.38M 0.59%
9,929
-10
32
$4.36M 0.58%
10,716
-186
33
$4.36M 0.58%
580,997
-152
34
$4.19M 0.56%
11,212
-1,076
35
$3.91M 0.52%
12,520
+185
36
$3.84M 0.51%
23,930
-340
37
$3.72M 0.5%
21,813
-2,064
38
$3.59M 0.48%
13,694
+10
39
$3.48M 0.47%
57,700
+780
40
$3.47M 0.47%
20,252
+95
41
$3.34M 0.45%
16,512
+783
42
$3.28M 0.44%
10,933
-79
43
$3.24M 0.43%
81,526
-197
44
$3.22M 0.43%
17,559
45
$3.09M 0.41%
32,712
-405
46
$3.04M 0.41%
30,238
-439
47
$2.95M 0.4%
16,221
+343
48
$2.89M 0.39%
42,880
+580
49
$2.89M 0.39%
9,363
50
$2.88M 0.39%
21,501
+10,545
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