IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
This Quarter Return
+17.09%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$772M
AUM Growth
+$772M
(+26%)
Cap. Flow
+$78.5M
Cap. Flow
% of AUM
10.17%
Top 10 Holdings %
Top 10 Hldgs %
32.59%
Holding
526
New
45
Increased
163
Reduced
210
Closed
25
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$57.8M |
| 2 |
Recursion Pharmaceuticals
RXRX
|
$5.79M |
| 3 |
Invesco QQQ Trust
QQQ
|
$3.19M |
| 4 |
Ares Management
ARES
|
$1.84M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.36M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.39M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$1.06M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$417K |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$348K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$330K |
Sector Composition
| 1 | Technology | 24.55% |
| 2 | Financials | 7.54% |
| 3 | Consumer Discretionary | 7.44% |
| 4 | Industrials | 6.67% |
| 5 | Healthcare | 6.1% |