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
101
$1.78M 0.23%
6,317
+7
102
$1.78M 0.22%
3,041
-244
103
$1.77M 0.22%
12,997
-277
104
$1.75M 0.22%
29,559
+648
105
$1.71M 0.22%
21,217
-338
106
$1.71M 0.22%
22,653
+2,174
107
$1.71M 0.22%
32,972
+1,097
108
$1.69M 0.21%
3,639
+53
109
$1.67M 0.21%
11,004
-180
110
$1.65M 0.21%
28,352
-303
111
$1.63M 0.21%
8,974
-23
112
$1.6M 0.2%
35,766
-858
113
$1.58M 0.2%
374
-1
114
$1.56M 0.2%
4,511
-18
115
$1.56M 0.2%
2,996
-33
116
$1.54M 0.19%
12,942
+11
117
$1.53M 0.19%
22,841
-297
118
$1.52M 0.19%
12,342
-7
119
$1.52M 0.19%
3,971
+48
120
$1.5M 0.19%
2,567
-34
121
$1.49M 0.19%
40,637
-1,261
122
$1.49M 0.19%
15,318
-149
123
$1.49M 0.19%
10,377
-98
124
$1.46M 0.18%
8,681
+1,591
125
$1.45M 0.18%
20,768
-16
3 4
5
6 7