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
126
$1.43M 0.18%
734
-23
127
$1.42M 0.18%
21,488
-215
128
$1.39M 0.18%
29,087
+3,180
129
$1.39M 0.18%
23,317
-581
130
$1.37M 0.17%
23,083
+205
131
$1.37M 0.17%
2,696
-26
132
$1.36M 0.17%
12,374
-28
133
$1.35M 0.17%
7,601
-77
134
$1.34M 0.17%
12,196
-119
135
$1.33M 0.17%
9,173
-20
136
$1.32M 0.17%
5,650
-201
137
$1.32M 0.17%
18,414
138
$1.32M 0.17%
16,369
139
$1.3M 0.16%
7,222
140
$1.29M 0.16%
3,802
-85
141
$1.29M 0.16%
25,096
+2,709
142
$1.28M 0.16%
12,204
+1,761
143
$1.28M 0.16%
5,152
-123
144
$1.27M 0.16%
17,396
+3
145
$1.26M 0.16%
7,273
-43
146
$1.25M 0.16%
5,068
-81
147
$1.24M 0.16%
29,677
-109
148
$1.23M 0.15%
2,497
-247
149
$1.23M 0.15%
11,390
+545
150
$1.16M 0.15%
31,744
+2,520
4 5
6
7 8