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
151
$1.03M 0.17%
17,936
-251
152
$1.02M 0.17%
19,508
-234
153
$1.02M 0.17%
6,291
-56
154
$1M 0.16%
5,761
-113
155
$997K 0.16%
5,675
-10
156
$995K 0.16%
12,502
-6
157
$983K 0.16%
8,633
-57
158
$981K 0.16%
10,186
-243
159
$980K 0.16%
4,088
160
$970K 0.16%
9,056
-2,102
161
$966K 0.16%
19,485
+615
162
$965K 0.16%
3,711
+151
163
$957K 0.15%
13,611
+5,518
164
$956K 0.15%
3,664
-59
165
$955K 0.15%
4,501
-19
166
$940K 0.15%
9,488
167
$938K 0.15%
14,937
+996
168
$936K 0.15%
16,422
+45
169
$932K 0.15%
13,460
-487
170
$931K 0.15%
3,732
+126
171
$928K 0.15%
3,753
-140
172
$926K 0.15%
5,007
-1,406
173
$920K 0.15%
18,331
-152
174
$903K 0.15%
4,889
+150
175
$902K 0.15%
3,034
5 6
7
8 9