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
76
$2.3M 0.29%
26,850
77
$2.3M 0.29%
5,665
-255
78
$2.29M 0.29%
36,237
+4,317
79
$2.26M 0.29%
18,137
+413
80
$2.23M 0.28%
50,993
+3,767
81
$2.12M 0.27%
24,011
+1,235
82
$2.1M 0.26%
11,119
-102
83
$2.09M 0.26%
17,595
+59
84
$2.07M 0.26%
35,108
-839
85
$2.06M 0.26%
49,634
-1,920
86
$2.05M 0.26%
9,272
-65
87
$2.02M 0.26%
12,430
-89
88
$1.99M 0.25%
4,760
+130
89
$1.95M 0.25%
29,054
+333
90
$1.94M 0.24%
4,950
+59
91
$1.92M 0.24%
65,541
+4,012
92
$1.88M 0.24%
40,480
93
$1.88M 0.24%
15,502
-109
94
$1.88M 0.24%
491,248
-19,654
95
$1.87M 0.24%
3,192
+98
96
$1.84M 0.23%
2,380
-20
97
$1.82M 0.23%
17,449
-299
98
$1.81M 0.23%
8,724
-90
99
$1.81M 0.23%
11,163
-125
100
$1.8M 0.23%
10,316
+653
2 3
4
5 6