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
76
$2.08M 0.28%
51,554
-863
77
$2.06M 0.28%
2,619
+19
78
$2.04M 0.27%
16,479
-173
79
$2.04M 0.27%
5,920
+399
80
$1.98M 0.27%
2,400
-28
81
$1.97M 0.26%
9,702
-10,876
82
$1.96M 0.26%
14,682
+881
83
$1.93M 0.26%
47,226
+2,389
84
$1.88M 0.25%
61,529
+8,161
85
$1.88M 0.25%
8,814
+6
86
$1.85M 0.25%
12,931
+200
87
$1.84M 0.25%
9,337
-6
88
$1.82M 0.24%
28,721
+1
89
$1.82M 0.24%
13,274
+330
90
$1.79M 0.24%
17,724
-35
91
$1.78M 0.24%
3,094
+295
92
$1.78M 0.24%
11,221
-2,977
93
$1.74M 0.23%
9,663
+216
94
$1.73M 0.23%
4,630
-80
95
$1.73M 0.23%
40,480
96
$1.72M 0.23%
17,748
+268
97
$1.72M 0.23%
22,776
+5,052
98
$1.7M 0.23%
36,624
+230
99
$1.7M 0.23%
11,184
-99
100
$1.69M 0.23%
31,920
+23,340
2 3
4
5 6