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
301
$492K 0.06%
10,877
-26
302
$492K 0.06%
3,377
-220
303
$490K 0.06%
9,754
+200
304
$489K 0.06%
3,501
-185
305
$488K 0.06%
3,298
+1,120
306
$485K 0.06%
6,451
+1,655
307
$485K 0.06%
10,737
-23
308
$483K 0.06%
19,747
309
$479K 0.06%
4,664
-33
310
$476K 0.06%
17,358
+1
311
$473K 0.06%
8,370
-1,476
312
$472K 0.06%
28,177
+650
313
$470K 0.06%
+2,462
314
$469K 0.06%
7,458
-366
315
$468K 0.06%
31,860
-795
316
$464K 0.06%
61,221
-5,460
317
$457K 0.06%
10,977
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318
$454K 0.06%
9,020
319
$453K 0.06%
5,066
320
$451K 0.06%
1,855
+1
321
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1,065
+1
322
$449K 0.06%
4,349
323
$446K 0.06%
19,026
+294
324
$443K 0.06%
8,673
-599
325
$437K 0.06%
4,895
+140
11 12
13
14 15