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
451
$265K 0.03%
564
452
$261K 0.03%
+3,389
453
$260K 0.03%
10,200
-1,200
454
$256K 0.03%
12,522
+2,344
455
$253K 0.03%
4,963
-108
456
$253K 0.03%
+5,279
457
$253K 0.03%
5,947
-10
458
$252K 0.03%
1,408
459
$251K 0.03%
4,365
460
$251K 0.03%
+885
461
$250K 0.03%
+1,324
462
$250K 0.03%
6,386
+152
463
$249K 0.03%
1,896
464
$249K 0.03%
+2,366
465
$249K 0.03%
4,574
-26
466
$249K 0.03%
12,179
467
$247K 0.03%
+4,858
468
$246K 0.03%
+777
469
$245K 0.03%
4,767
-96
470
$245K 0.03%
818
471
$245K 0.03%
+4,421
472
$243K 0.03%
918
+6
473
$241K 0.03%
7,922
-105
474
$241K 0.03%
14,904
-893
475
$240K 0.03%
8,247
+611
17 18
19
20 21