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
501
$208K 0.03%
10,256
502
$207K 0.03%
1,916
+12
503
$206K 0.03%
4,290
504
$206K 0.03%
+8,098
505
$206K 0.03%
+6,180
506
$205K 0.03%
+2,923
507
$203K 0.03%
7,348
-65
508
$203K 0.03%
+10,407
509
$202K 0.03%
4,665
510
$201K 0.03%
8,115
511
$201K 0.03%
825
+152
512
$201K 0.03%
6,795
513
$200K 0.03%
10,611
514
$192K 0.03%
21,133
515
$187K 0.03%
+8,467
516
$176K 0.03%
+27,400
517
$175K 0.03%
5,100
-21
518
$174K 0.03%
10,375
-911
519
$162K 0.03%
+16,893
520
$144K 0.02%
10,300
521
$140K 0.02%
+31,200
522
$115K 0.02%
+12,400
523
$107K 0.02%
5,307
524
$105K 0.02%
16,500
525
$103K 0.02%
10,911
-400
19 20
21
22 23