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
201
$806K 0.11%
7,654
-109
202
$793K 0.11%
10,799
+1,447
203
$793K 0.11%
5,868
+750
204
$792K 0.11%
6,878
+1,329
205
$773K 0.1%
1,836
+225
206
$767K 0.1%
61,145
+12
207
$743K 0.1%
1,820
+234
208
$739K 0.1%
12,790
-29
209
$737K 0.1%
10,506
-275
210
$731K 0.1%
8,708
-1,714
211
$726K 0.1%
66,576
+7,111
212
$725K 0.1%
10,932
+121
213
$719K 0.1%
9,256
+21
214
$717K 0.1%
8,006
215
$716K 0.1%
1,606
-89
216
$715K 0.1%
11,232
+3,516
217
$714K 0.1%
4,557
+23
218
$710K 0.1%
1,216
-6
219
$708K 0.09%
3,631
-2
220
$706K 0.09%
21,167
-920
221
$705K 0.09%
25,193
+771
222
$705K 0.09%
1,072
+4
223
$698K 0.09%
8,422
+3,498
224
$684K 0.09%
13,930
225
$678K 0.09%
3,923
+103
7 8
9
10 11