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
251
$625K 0.08%
7,457
-94
252
$623K 0.08%
7,945
-177
253
$622K 0.08%
2,849
+110
254
$619K 0.08%
6,268
-30
255
$618K 0.08%
301
-35
256
$618K 0.08%
2,374
+1
257
$617K 0.08%
2,652
-56
258
$615K 0.08%
4,557
259
$614K 0.08%
7,733
-103
260
$611K 0.08%
3,921
-137
261
$604K 0.08%
3,921
+149
262
$601K 0.08%
1,216
263
$595K 0.08%
963
-28
264
$595K 0.08%
9,910
-668
265
$592K 0.07%
1,040
+1
266
$587K 0.07%
6,996
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267
$587K 0.07%
1,812
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268
$573K 0.07%
3,808
-74
269
$572K 0.07%
3,015
+68
270
$570K 0.07%
10,434
-35
271
$567K 0.07%
16,736
+5
272
$563K 0.07%
10,149
+2
273
$560K 0.07%
4,381
-40
274
$559K 0.07%
4,408
+2,424
275
$556K 0.07%
9,451
-9
9 10
11
12 13