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
501
$87.6K 0.01%
16,346
-3,440
502
$66.7K 0.01%
40,158
503
$58.4K 0.01%
11,233
504
$11.2K ﹤0.01%
667
505
– –
-776
506
– –
-19,925
507
– –
-812
508
– –
-6,068
509
– –
-824
510
– –
-749
511
– –
-197
512
– –
-2,846
513
– –
-1,250
514
– –
-496
515
– –
-879
516
– –
-5,121
517
– –
-11,600
518
– –
-1,152
519
– –
-5,062
520
– –
-2,502
521
– –
-567
522
– –
-1,480
523
$0 ﹤0.01%
+16,346
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