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
276
$552K 0.07%
25,170
277
$552K 0.07%
7,068
278
$551K 0.07%
3,076
-6
279
$548K 0.07%
14,737
+349
280
$547K 0.07%
2,885
-43
281
$546K 0.07%
43,590
282
$539K 0.07%
46,342
+1,330
283
$537K 0.07%
6,566
-123
284
$536K 0.07%
9,740
285
$531K 0.07%
3,125
-294
286
$531K 0.07%
59,051
-914
287
$530K 0.07%
5,500
+6
288
$529K 0.07%
5,099
-1
289
$527K 0.07%
4,819
-76
290
$526K 0.07%
13,850
+5,524
291
$519K 0.07%
1,852
+1,097
292
$519K 0.07%
11,607
-696
293
$519K 0.07%
1,027
+312
294
$509K 0.06%
5,630
+538
295
$506K 0.06%
71,330
+1,316
296
$506K 0.06%
4,521
-170
297
$496K 0.06%
1,040
-39
298
$495K 0.06%
23,868
-145
299
$494K 0.06%
10,807
-200
300
$493K 0.06%
6,120
-46
10 11
12
13 14