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
76
$1.93M 0.31%
4,644
+44
77
$1.93M 0.31%
3,461
+225
78
$1.9M 0.31%
6,355
+19
79
$1.9M 0.31%
24,858
+42
80
$1.89M 0.31%
10,119
-43
81
$1.83M 0.3%
39,052
+4,610
82
$1.82M 0.3%
18,419
-79
83
$1.78M 0.29%
34,380
-79
84
$1.77M 0.29%
17,022
-642
85
$1.74M 0.28%
3,829
-21
86
$1.73M 0.28%
27,595
-55
87
$1.71M 0.28%
44,128
+8,778
88
$1.69M 0.27%
6,184
-50
89
$1.68M 0.27%
16,570
+12,079
90
$1.68M 0.27%
38,344
+949
91
$1.68M 0.27%
21,057
-274
92
$1.67M 0.27%
20,154
-56
93
$1.64M 0.27%
6,443
+212
94
$1.62M 0.26%
42,952
-261
95
$1.6M 0.26%
42,600
+3,010
96
$1.59M 0.26%
18,217
+312
97
$1.58M 0.26%
25,150
+260
98
$1.57M 0.25%
40,910
99
$1.57M 0.25%
25,699
+805
100
$1.55M 0.25%
3,043
+39
2 3
4
5 6