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
476
$239K 0.03%
4,130
-49
477
$238K 0.03%
1,153
+72
478
$237K 0.03%
2,168
-19
479
$236K 0.03%
+3,049
480
$236K 0.03%
3,647
-104
481
$234K 0.03%
+6,068
482
$234K 0.03%
4,417
483
$232K 0.03%
9,992
484
$229K 0.03%
5,329
485
$227K 0.03%
+430
486
$226K 0.03%
5,426
487
$226K 0.03%
4,290
488
$225K 0.03%
2,380
489
$225K 0.03%
+2,152
490
$224K 0.03%
+1,329
491
$224K 0.03%
+5,062
492
$223K 0.03%
+760
493
$223K 0.03%
2,200
494
$223K 0.03%
+3,175
495
$223K 0.03%
+6,576
496
$222K 0.03%
5,022
+140
497
$221K 0.03%
2,308
+20
498
$221K 0.03%
5,488
499
$220K 0.03%
23,985
+1,862
500
$220K 0.03%
13,775
18 19
20
21 22