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
$792M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$760K
3
+$531K
4
DHI icon
D.R. Horton
DHI
+$470K
5
JD icon
JD.com
JD
+$418K

Top Sells

1
+$4.36M
2
+$3.99M
3
+$675K
4
SBLK icon
Star Bulk Carriers
SBLK
+$410K
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$387K

Sector Composition

1 Technology 29.55%
2 Consumer Discretionary 8.55%
3 Financials 8.04%
4 Industrials 7.27%
5 Healthcare 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$743K 0.09%
11,461
+2,801
227
$736K 0.09%
3,632
+1
228
$733K 0.09%
7,000
+2,039
229
$728K 0.09%
9,086
+701
230
$727K 0.09%
8,722
+2,832
231
$724K 0.09%
4,160
+150
232
$720K 0.09%
24,878
-315
233
$686K 0.09%
3,927
+262
234
$682K 0.09%
5,938
+70
235
$678K 0.09%
12,186
-19
236
$674K 0.09%
8,155
+451
237
$672K 0.08%
8,304
-118
238
$669K 0.08%
4,546
+387
239
$665K 0.08%
9,657
-80
240
$654K 0.08%
2,566
-106
241
$652K 0.08%
3,082
-5
242
$648K 0.08%
2,341
+116
243
$647K 0.08%
14,610
-2,448
244
$646K 0.08%
12,867
+108
245
$645K 0.08%
2,164
-72
246
$644K 0.08%
60,959
-186
247
$638K 0.08%
11,816
248
$636K 0.08%
11,679
-125
249
$632K 0.08%
4,854
-131
250
$631K 0.08%
59,395
-3,673
8 9
10
11 12