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
51
$2.84M 0.38%
160,613
-4,040
52
$2.8M 0.38%
19,820
+187
53
$2.77M 0.37%
26,643
+1,028
54
$2.76M 0.37%
13,843
+64
55
$2.74M 0.37%
24,751
-1,736
56
$2.68M 0.36%
15,808
-528
57
$2.68M 0.36%
60,828
-403
58
$2.62M 0.35%
28,709
-233
59
$2.56M 0.34%
56,014
-34
60
$2.56M 0.34%
9,945
+939
61
$2.51M 0.34%
45,876
-61
62
$2.47M 0.33%
153,881
+2,231
63
$2.43M 0.33%
26,300
-1,987
64
$2.42M 0.32%
17,536
-45
65
$2.39M 0.32%
71,515
-929
66
$2.38M 0.32%
40,931
+600
67
$2.37M 0.32%
62,539
-131
68
$2.34M 0.31%
10,637
+1,004
69
$2.3M 0.31%
53,888
+61
70
$2.23M 0.3%
4,082
+390
71
$2.23M 0.3%
7,101
-8
72
$2.18M 0.29%
9,401
-28
73
$2.17M 0.29%
12,519
+319
74
$2.11M 0.28%
26,850
-105
75
$2.08M 0.28%
35,947
+2,302
1 2
3
4 5