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
101
$1.53M 0.25%
11,350
+2,674
102
$1.52M 0.25%
30,490
103
$1.52M 0.25%
3,091
-5
104
$1.5M 0.24%
3,603
+154
105
$1.49M 0.24%
9,426
-57
106
$1.49M 0.24%
12,519
-60
107
$1.49M 0.24%
26,863
+393
108
$1.48M 0.24%
38,428
+1,966
109
$1.47M 0.24%
27,593
+283
110
$1.46M 0.24%
9,061
+7,500
111
$1.46M 0.24%
31,681
+430
112
$1.44M 0.23%
57,687
+27,643
113
$1.44M 0.23%
13,262
-4,143
114
$1.4M 0.23%
30,095
-166
115
$1.38M 0.22%
24,660
-120
116
$1.33M 0.22%
11,269
-110
117
$1.33M 0.22%
21,506
-16
118
$1.27M 0.21%
7,849
-80
119
$1.27M 0.21%
13,603
+476
120
$1.26M 0.2%
18,951
-32
121
$1.25M 0.2%
24,485
+6,287
122
$1.24M 0.2%
16,793
-379
123
$1.23M 0.2%
40,097
+12,789
124
$1.22M 0.2%
6,647
+590
125
$1.19M 0.19%
6,088
-27
3 4
5
6 7