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
126
$1.18M 0.19%
19,469
-1,710
127
$1.18M 0.19%
5,283
+96
128
$1.17M 0.19%
2,640
+128
129
$1.16M 0.19%
23,266
-2,794
130
$1.15M 0.19%
27,869
131
$1.14M 0.18%
26,871
-165
132
$1.14M 0.18%
17,994
+10
133
$1.14M 0.18%
9,602
-61
134
$1.13M 0.18%
18,413
-20
135
$1.12M 0.18%
22,575
+27
136
$1.11M 0.18%
65,899
-711
137
$1.11M 0.18%
7,325
138
$1.1M 0.18%
11,573
-64
139
$1.1M 0.18%
14,135
-2,747
140
$1.1M 0.18%
18,366
141
$1.1M 0.18%
15,326
-8
142
$1.1M 0.18%
3,159
+1,022
143
$1.09M 0.18%
21,003
144
$1.09M 0.18%
10,163
+227
145
$1.09M 0.18%
7,108
-142
146
$1.09M 0.18%
6,174
+9
147
$1.07M 0.17%
54,666
148
$1.06M 0.17%
12,400
-160
149
$1.05M 0.17%
7,591
-10
150
$1.04M 0.17%
2,856
4 5
6
7 8