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
176
$930K 0.12%
51,876
177
$922K 0.12%
877
-30
178
$907K 0.12%
7,959
+902
179
$888K 0.12%
4,434
+308
180
$886K 0.12%
14,769
+705
181
$885K 0.12%
3,542
-14
182
$883K 0.12%
13,228
+69
183
$880K 0.12%
3,452
-187
184
$870K 0.12%
19,773
185
$870K 0.12%
8,715
186
$868K 0.12%
4,761
187
$864K 0.12%
22,654
188
$863K 0.12%
26,757
189
$855K 0.11%
7,761
+295
190
$850K 0.11%
44,476
-47
191
$840K 0.11%
4,800
192
$837K 0.11%
32,274
-12,414
193
$834K 0.11%
2,597
-19
194
$832K 0.11%
24,698
-110
195
$828K 0.11%
11,693
196
$825K 0.11%
21,607
+7,340
197
$823K 0.11%
4,375
-21
198
$822K 0.11%
11,413
-914
199
$809K 0.11%
8,724
+90
200
$806K 0.11%
14,651
-33
6 7
8
9 10