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
351
$396K 0.05%
+3,602
352
$389K 0.05%
+3,091
353
$389K 0.05%
7,370
-300
354
$386K 0.05%
+10,670
355
$384K 0.05%
5,194
+184
356
$382K 0.05%
4,924
357
$381K 0.05%
+7,504
358
$380K 0.05%
977
359
$378K 0.05%
5,128
360
$378K 0.05%
+679
361
$375K 0.05%
1,576
+3
362
$372K 0.05%
2,965
363
$371K 0.05%
3,222
-22
364
$368K 0.05%
+2,729
365
$368K 0.05%
4,033
+6
366
$366K 0.05%
3,705
367
$365K 0.05%
2,058
368
$359K 0.05%
3,985
-235
369
$358K 0.05%
7,041
370
$358K 0.05%
10,784
-20
371
$354K 0.04%
+1,852
372
$352K 0.04%
3,592
-121
373
$352K 0.04%
15,306
+25
374
$351K 0.04%
2,741
-188
375
$349K 0.04%
3,411
+10
13 14
15
16 17