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
151
$1.14M 0.14%
17,625
152
$1.13M 0.14%
6,266
-123
153
$1.12M 0.14%
17,260
-79
154
$1.12M 0.14%
24,646
155
$1.12M 0.14%
17,908
+65
156
$1.12M 0.14%
12,868
-157
157
$1.11M 0.14%
5,510
-20
158
$1.1M 0.14%
5,345
-82
159
$1.1M 0.14%
20,881
+107
160
$1.09M 0.14%
5,517
+147
161
$1.09M 0.14%
8,980
-89
162
$1.08M 0.14%
24,100
-171
163
$1.08M 0.14%
9,526
-76
164
$1.06M 0.13%
14,684
-57
165
$1.06M 0.13%
19,852
-480
166
$1.06M 0.13%
2,599
+2
167
$1.05M 0.13%
7,983
+35
168
$1.05M 0.13%
14,536
-233
169
$1.03M 0.13%
5,210
170
$1.03M 0.13%
51,876
171
$1.02M 0.13%
14,689
+94
172
$1.01M 0.13%
7,456
173
$1.01M 0.13%
8,873
-173
174
$1M 0.13%
7,969
+12
175
$1M 0.13%
2,176
+356
5 6
7
8 9