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
126
$1.29M 0.17%
17,393
-339
127
$1.29M 0.17%
22,878
+133
128
$1.28M 0.17%
5,275
-1
129
$1.27M 0.17%
9,193
+1,649
130
$1.26M 0.17%
7,222
131
$1.26M 0.17%
18,414
-730
132
$1.24M 0.17%
12,402
+460
133
$1.22M 0.16%
2,722
134
$1.22M 0.16%
2,744
+146
135
$1.22M 0.16%
2,601
-20
136
$1.21M 0.16%
3,887
+402
137
$1.21M 0.16%
7,316
+95
138
$1.2M 0.16%
12,315
-130
139
$1.19M 0.16%
10,443
+146
140
$1.19M 0.16%
5,851
-238
141
$1.19M 0.16%
9,602
+1,227
142
$1.18M 0.16%
67,634
+1,586
143
$1.17M 0.16%
3,923
+175
144
$1.17M 0.16%
29,786
-509
145
$1.16M 0.16%
5,149
-26
146
$1.16M 0.16%
5,427
-108
147
$1.15M 0.15%
10,475
-25
148
$1.14M 0.15%
16,369
149
$1.13M 0.15%
25,907
-1,906
150
$1.13M 0.15%
17,843
+1,422
4 5
6
7 8