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
101
$1.68M 0.23%
3,586
+22
102
$1.68M 0.23%
6,310
+308
103
$1.67M 0.22%
3,285
+93
104
$1.65M 0.22%
11,288
+797
105
$1.64M 0.22%
3,029
-3
106
$1.63M 0.22%
4,891
+137
107
$1.62M 0.22%
28,911
+76
108
$1.57M 0.21%
510,902
+268,019
109
$1.57M 0.21%
28,655
+1,737
110
$1.57M 0.21%
15,611
-16
111
$1.55M 0.21%
12,349
+115
112
$1.52M 0.2%
20,479
+1,260
113
$1.5M 0.2%
4,529
-36
114
$1.49M 0.2%
23,138
+423
115
$1.49M 0.2%
375
+30
116
$1.46M 0.2%
21,555
+2,119
117
$1.44M 0.19%
41,898
-292
118
$1.41M 0.19%
22,387
+6,235
119
$1.35M 0.18%
23,898
-550
120
$1.35M 0.18%
20,784
-157
121
$1.32M 0.18%
31,875
+297
122
$1.31M 0.18%
8,997
123
$1.3M 0.17%
21,703
+312
124
$1.3M 0.17%
15,467
-672
125
$1.29M 0.17%
7,678
3 4
5
6 7