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
51
$3.04M 0.38%
42,810
-70
52
$3M 0.38%
10,973
+40
53
$2.91M 0.37%
26,333
+1,582
54
$2.9M 0.37%
17,332
-227
55
$2.89M 0.36%
59,793
-1,035
56
$2.88M 0.36%
10,514
+569
57
$2.81M 0.36%
10,390
-247
58
$2.79M 0.35%
154,835
-5,778
59
$2.7M 0.34%
15,800
-8
60
$2.64M 0.33%
45,331
-545
61
$2.59M 0.33%
27,094
+794
62
$2.55M 0.32%
157,889
+4,008
63
$2.55M 0.32%
29,018
+309
64
$2.54M 0.32%
9,383
-18
65
$2.54M 0.32%
16,726
+505
66
$2.54M 0.32%
62,515
-24
67
$2.52M 0.32%
16,473
-6
68
$2.45M 0.31%
70,968
-547
69
$2.44M 0.31%
53,205
-683
70
$2.43M 0.31%
15,561
+879
71
$2.34M 0.29%
2,611
-8
72
$2.33M 0.29%
7,034
-67
73
$2.33M 0.29%
4,032
-50
74
$2.32M 0.29%
10,483
+781
75
$2.31M 0.29%
13,602
-241
1 2
3
4 5