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
51
$2.73M 0.44%
20,697
+182
52
$2.64M 0.43%
18,920
+140
53
$2.49M 0.4%
18,500
-65
54
$2.46M 0.4%
9,363
55
$2.4M 0.39%
11,690
+2,831
56
$2.38M 0.39%
21,607
-3,673
57
$2.34M 0.38%
28,359
58
$2.33M 0.38%
68,220
-345
59
$2.27M 0.37%
8,740
+89
60
$2.27M 0.37%
50,362
+445
61
$2.24M 0.36%
9,419
-21
62
$2.23M 0.36%
17,577
+5
63
$2.23M 0.36%
10,481
+851
64
$2.19M 0.36%
14,357
+4
65
$2.19M 0.35%
30,504
-181
66
$2.19M 0.35%
62,270
+10
67
$2.19M 0.35%
12,348
+2,046
68
$2.16M 0.35%
10,698
+6
69
$2.13M 0.34%
27,854
-1,001
70
$2.12M 0.34%
4
71
$2.05M 0.33%
+242,833
72
$2.03M 0.33%
40,387
+751
73
$2.01M 0.33%
7,032
74
$1.99M 0.32%
22,948
+362
75
$1.96M 0.32%
40,763
-652
1 2
3
4 5