IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
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
1
$101M 13.48%
814,335
-4,055
2
$27M 3.62%
128,382
+3,476
3
$22.7M 3.05%
50,886
+5,068
4
$17.6M 2.35%
90,902
+1,669
5
$14.2M 1.9%
29,605
-10,841
6
$11M 1.48%
60,636
-589
7
$10.4M 1.4%
18,790
+153
8
$10.3M 1.38%
20,485
+320
9
$8.01M 1.07%
75,230
10
$7.76M 1.04%
9,127
+638
11
$6.31M 0.85%
250,304
-1,192
12
$6.13M 0.82%
78,763
+3,632
13
$6.13M 0.82%
20,835
+2
14
$5.92M 0.79%
6,537
-202
15
$5.78M 0.77%
29,719
-246
16
$5.69M 0.76%
28,752
+4,175
17
$5.55M 0.74%
48,708
-225
18
$5.51M 0.74%
123,606
+5,585
19
$5.33M 0.71%
44,630
+860
20
$5.18M 0.69%
9,520
-118,778
21
$5.15M 0.69%
7,968
-116
22
$5.04M 0.68%
41,357
+406
23
$5.03M 0.67%
31,005
+216
24
$4.79M 0.64%
20,278
+10
25
$4.75M 0.64%
10,507
+62
1
2 3 4 5