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
426
$283K 0.04%
4,675
427
$281K 0.04%
1,259
-35
428
$281K 0.04%
14,287
429
$281K 0.04%
3,603
-70
430
$279K 0.04%
+2,560
431
$279K 0.04%
3,332
-331
432
$279K 0.04%
1,092
433
$279K 0.04%
3,032
434
$278K 0.04%
6,099
435
$278K 0.04%
1,062
-7
436
$277K 0.04%
2,000
437
$277K 0.03%
6,598
438
$276K 0.03%
+2,502
439
$275K 0.03%
1,101
440
$274K 0.03%
2,060
-215
441
$271K 0.03%
2,006
442
$271K 0.03%
953
443
$270K 0.03%
9,540
-708
444
$269K 0.03%
1,281
445
$268K 0.03%
5,950
-238
446
$268K 0.03%
3,232
+14
447
$267K 0.03%
85
+1
448
$266K 0.03%
3,184
-9
449
$266K 0.03%
51,850
-202
450
$265K 0.03%
3,045
16 17
18
19 20