IFWM
Institute for Wealth Management Portfolio holdings
AUM
$896M
1-Year Return
22.84%
This Quarter Return
+5.89%
1 Year Return
+22.84%
3 Year Return
+122.73%
5 Year Return
+193.38%
10 Year Return
–
AUM
$792M
AUM Growth
+$46.3M
(+6.2%)
Cap. Flow
+$11.7M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
28.47%
Holding
560
New
55
Increased
155
Reduced
235
Closed
10
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.89M |
| 2 |
Invesco S&P 500 Top 50 ETF
XLG
|
$760K |
| 3 |
Costco
COST
|
$531K |
| 4 |
D.R. Horton
DHI
|
$470K |
| 5 |
JD.com
JD
|
$418K |
Top Sells
| 1 |
Recursion Pharmaceuticals
RXRX
|
$4.36M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.99M |
| 3 |
NVIDIA
NVDA
|
$675K |
| 4 |
Star Bulk Carriers
SBLK
|
$410K |
| 5 |
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% |
