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
176
$902K 0.15%
5,472
+1,556
177
$896K 0.15%
15,073
+7,050
178
$893K 0.14%
42,500
179
$870K 0.14%
2,579
+208
180
$869K 0.14%
5,844
+16
181
$869K 0.14%
48,672
+1,229
182
$868K 0.14%
23,642
+2,482
183
$866K 0.14%
6,496
+36
184
$863K 0.14%
23,625
-60
185
$860K 0.14%
11,081
-148
186
$855K 0.14%
364
-3
187
$843K 0.14%
2,793
-81
188
$841K 0.14%
13,510
-673
189
$833K 0.13%
7,660
+1,851
190
$823K 0.13%
+24,740
191
$813K 0.13%
4,994
-12
192
$809K 0.13%
4,998
+421
193
$805K 0.13%
156,236
-1,073
194
$796K 0.13%
7,441
195
$788K 0.13%
12,374
-116
196
$781K 0.13%
12,105
+401
197
$779K 0.13%
7,794
-77
198
$775K 0.13%
2,281
-101
199
$770K 0.12%
9,384
+1
200
$770K 0.12%
6,203
6 7
8
9 10