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
476
$204K 0.03%
2,122
-43
477
$204K 0.03%
5,957
478
$203K 0.03%
5,488
479
$202K 0.03%
4,290
480
$202K 0.03%
+9,992
481
$202K 0.03%
4,189
482
$201K 0.03%
2,484
483
$201K 0.03%
+2,288
484
$200K 0.03%
+4,542
485
$190K 0.03%
20,700
486
$174K 0.02%
+27,000
487
$168K 0.02%
13,419
-4,310
488
$168K 0.02%
14,530
-3,000
489
$165K 0.02%
14,775
490
$162K 0.02%
30,028
491
$162K 0.02%
13,804
492
$162K 0.02%
21,740
-4,512
493
$155K 0.02%
15,100
494
$153K 0.02%
15,400
495
$137K 0.02%
11,610
496
$134K 0.02%
16,346
-1,833
497
$114K 0.02%
17,109
-20,776
498
$106K 0.01%
12,988
499
$106K 0.01%
5,512
500
$101K 0.01%
+11,441
17 18 19
20
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