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
501
$219K 0.03%
+6,237
502
$219K 0.03%
2,484
503
$219K 0.03%
30,500
504
$219K 0.03%
+4,475
505
$218K 0.03%
+8,675
506
$218K 0.03%
2,099
-23
507
$218K 0.03%
1,406
-58
508
$217K 0.03%
+2,570
509
$217K 0.03%
+4,393
510
$216K 0.03%
2,487
511
$216K 0.03%
2,557
-20
512
$214K 0.03%
+777
513
$212K 0.03%
+2,095
514
$210K 0.03%
4,456
+1
515
$209K 0.03%
4,012
-150
516
$207K 0.03%
+9,281
517
$204K 0.03%
+4,556
518
$202K 0.03%
+399
519
$202K 0.03%
+1,216
520
$200K 0.03%
+8,159
521
$199K 0.03%
20,700
522
$193K 0.02%
11,846
-7,001
523
$179K 0.02%
13,414
-1,116
524
$178K 0.02%
14,775
525
$174K 0.02%
13,419
19 20
21
22 23