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
201
$762K 0.12%
3,421
202
$762K 0.12%
5,561
+4
203
$761K 0.12%
12,740
+150
204
$757K 0.12%
5,443
205
$749K 0.12%
28,467
+321
206
$748K 0.12%
13,686
+2
207
$746K 0.12%
1,717
+7
208
$740K 0.12%
1,059
-11
209
$739K 0.12%
7,299
-108
210
$739K 0.12%
19,421
+4,665
211
$731K 0.12%
+23,964
212
$730K 0.12%
9,294
-52
213
$725K 0.12%
1,478
-175
214
$721K 0.12%
4,571
-313
215
$717K 0.12%
3,999
-8
216
$711K 0.12%
3,630
+120
217
$710K 0.11%
10,298
+177
218
$710K 0.11%
14,519
-11
219
$708K 0.11%
15,292
-2,915
220
$707K 0.11%
+37,450
221
$704K 0.11%
14,971
+9,335
222
$695K 0.11%
12,404
223
$695K 0.11%
65,638
224
$687K 0.11%
18,120
-185
225
$684K 0.11%
6,773
+31
7 8
9
10 11