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
376
$349K 0.04%
49,662
-3,757
377
$348K 0.04%
2,668
-60
378
$348K 0.04%
8,134
-298
379
$346K 0.04%
5,315
-38
380
$346K 0.04%
16,257
+4,387
381
$343K 0.04%
1,918
382
$343K 0.04%
+1,076
383
$341K 0.04%
19,666
-288
384
$340K 0.04%
5,155
-87
385
$339K 0.04%
2,790
386
$337K 0.04%
8,634
-65
387
$337K 0.04%
10,760
-400
388
$334K 0.04%
2,384
-40
389
$334K 0.04%
2,329
390
$334K 0.04%
1,823
+8
391
$333K 0.04%
5,807
-56
392
$333K 0.04%
1,388
393
$331K 0.04%
4,081
+100
394
$329K 0.04%
+1,346
395
$327K 0.04%
+11,036
396
$327K 0.04%
2,795
+440
397
$326K 0.04%
4,148
398
$324K 0.04%
13,236
-759
399
$322K 0.04%
3,991
-18
400
$322K 0.04%
1,474
+170
14 15
16
17 18