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
326
$434K 0.05%
1,459
327
$430K 0.05%
1,121
328
$429K 0.05%
3,732
+43
329
$429K 0.05%
2,080
330
$426K 0.05%
28,660
331
$425K 0.05%
2,644
332
$424K 0.05%
3,571
-12
333
$420K 0.05%
5,392
-51
334
$419K 0.05%
10,876
-5
335
$419K 0.05%
3,066
+171
336
$418K 0.05%
11,329
-166
337
$418K 0.05%
+10,451
338
$415K 0.05%
4,741
+1,962
339
$414K 0.05%
1,064
-54
340
$412K 0.05%
7,154
+133
341
$410K 0.05%
2,934
-130
342
$410K 0.05%
2,217
-175
343
$409K 0.05%
1,680
344
$409K 0.05%
11,781
345
$402K 0.05%
10,552
346
$401K 0.05%
5,164
347
$399K 0.05%
8,213
+80
348
$399K 0.05%
1,731
349
$399K 0.05%
7,884
+646
350
$397K 0.05%
2,523
-501
12 13
14
15 16