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
476
$239K 0.04%
4,700
477
$238K 0.04%
1,224
-1,835
478
$237K 0.04%
+2,204
479
$236K 0.04%
3,254
-146
480
$235K 0.04%
10,299
481
$234K 0.04%
4,476
482
$232K 0.04%
1,390
483
$229K 0.04%
4,743
-27
484
$228K 0.04%
4,494
485
$228K 0.04%
1,073
-40
486
$225K 0.04%
+2,800
487
$225K 0.04%
+7,829
488
$225K 0.04%
+4,096
489
$224K 0.04%
+2,662
490
$223K 0.04%
7,692
491
$219K 0.04%
2,849
-12
492
$218K 0.04%
854
-18
493
$216K 0.03%
1,431
+126
494
$216K 0.03%
+662
495
$215K 0.03%
+26,415
496
$215K 0.03%
21,756
497
$215K 0.03%
+9,220
498
$215K 0.03%
4,191
-153
499
$211K 0.03%
1,980
500
$209K 0.03%
991
+20
18 19
20
21 22