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
401
$321K 0.04%
+17,027
402
$318K 0.04%
9,828
+5,286
403
$317K 0.04%
+20,060
404
$317K 0.04%
2,229
405
$315K 0.04%
1,161
-11
406
$314K 0.04%
377
407
$312K 0.04%
7,491
408
$311K 0.04%
1,428
+48
409
$311K 0.04%
1,577
+49
410
$310K 0.04%
327
-8
411
$307K 0.04%
+814
412
$303K 0.04%
+9,604
413
$302K 0.04%
3,930
-45
414
$302K 0.04%
19,300
-300
415
$298K 0.04%
3,176
-48
416
$297K 0.04%
2,690
-23
417
$295K 0.04%
1,754
418
$294K 0.04%
5,476
-85
419
$291K 0.04%
14,401
+5
420
$290K 0.04%
645
+79
421
$288K 0.04%
+1,097
422
$288K 0.04%
6,863
423
$288K 0.04%
1,388
424
$287K 0.04%
11,252
+489
425
$287K 0.04%
2,623
-86
15 16
17
18 19