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
526
$171K 0.02%
13,804
527
$170K 0.02%
+35,567
528
$166K 0.02%
16,039
529
$163K 0.02%
19,796
-1,944
530
$159K 0.02%
15,100
531
$159K 0.02%
+22,455
532
$159K 0.02%
+11,075
533
$158K 0.02%
15,400
534
$157K 0.02%
40,068
535
$155K 0.02%
+20,971
536
$139K 0.02%
27,000
537
$125K 0.02%
16,346
538
$122K 0.02%
12,500
-20,000
539
$121K 0.02%
11,441
540
$119K 0.02%
11,610
541
$112K 0.01%
12,988
542
$105K 0.01%
+12,496
543
$99.7K 0.01%
14,244
-2,865
544
$80.6K 0.01%
16,346
545
$70.7K 0.01%
40,158
546
$62.8K 0.01%
5,512
547
$61.7K 0.01%
11,236
+3
548
$61.5K 0.01%
+11,472
549
$57.1K 0.01%
+12,578
550
$12.4K ﹤0.01%
667
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