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
26
$4.95M 0.62%
47,900
-45
27
$4.91M 0.62%
10,676
-40
28
$4.81M 0.61%
9,747
-182
29
$4.71M 0.59%
20,861
+67
30
$4.68M 0.59%
51,303
+42,595
31
$4.54M 0.57%
47,206
+471
32
$4.53M 0.57%
18,459
+252
33
$4.48M 0.57%
57,743
+43
34
$4.26M 0.54%
11,087
-125
35
$4.15M 0.52%
24,080
+150
36
$4.02M 0.51%
19,910
-368
37
$3.99M 0.5%
12,391
-129
38
$3.87M 0.49%
21,581
-232
39
$3.86M 0.49%
19,559
-693
40
$3.78M 0.48%
13,758
+64
41
$3.54M 0.45%
30,070
-168
42
$3.44M 0.43%
16,313
-199
43
$3.42M 0.43%
72,005
+15,991
44
$3.23M 0.41%
32,701
-11
45
$3.19M 0.4%
80,342
-1,184
46
$3.18M 0.4%
21,577
+76
47
$3.15M 0.4%
18,496
-1,324
48
$3.13M 0.4%
40,146
-785
49
$3.07M 0.39%
28,237
+1,594
50
$3.06M 0.39%
9,363
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