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
526
$94K 0.02%
10,883
527
$91K 0.01%
+556
528
$78K 0.01%
13,524
-527
529
$77K 0.01%
11,159
530
$73K 0.01%
2,594
531
$69K 0.01%
12,599
532
$37K 0.01%
12,275
533
$34K 0.01%
+554
534
$23K ﹤0.01%
695
535
$15K ﹤0.01%
667
536
– –
-307
537
– –
-688
538
– –
-2,898
539
– –
-2,653
540
– –
-4,263
541
– –
-3,712
542
– –
-2,743
543
– –
-795
544
– –
-581
545
– –
-1,879
546
– –
-5,254
547
– –
-340
548
– –
-2,486
549
– –
-1,280
550
– –
-1,350
19 20 21
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