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
151
$1.13M 0.15%
757
+1
152
$1.12M 0.15%
7,948
-93
153
$1.11M 0.15%
10,845
-159
154
$1.1M 0.15%
7,456
+26
155
$1.07M 0.14%
13,025
156
$1.07M 0.14%
7,090
+1
157
$1.06M 0.14%
9,069
+111
158
$1.06M 0.14%
17,625
159
$1.03M 0.14%
14,741
+78
160
$1.03M 0.14%
20,774
-3,037
161
$1.02M 0.14%
5,210
-120
162
$1.01M 0.14%
5,530
+33
163
$1M 0.13%
24,646
164
$1M 0.13%
24,271
+88
165
$993K 0.13%
8,802
-20
166
$980K 0.13%
5,370
-293
167
$980K 0.13%
29,224
-338
168
$977K 0.13%
1,953
+267
169
$966K 0.13%
20,332
+1,858
170
$966K 0.13%
7,572
+59
171
$952K 0.13%
6,389
172
$949K 0.13%
14,595
-980
173
$945K 0.13%
7,957
+552
174
$940K 0.13%
9,046
-263
175
$931K 0.12%
17,339
+37
5 6
7
8 9