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
176
$997K 0.13%
8,084
+125
177
$995K 0.13%
3,266
-186
178
$988K 0.12%
4,800
179
$988K 0.12%
7,564
-90
180
$985K 0.12%
4,915
+154
181
$980K 0.12%
3,527
-15
182
$973K 0.12%
9,167
+3,418
183
$970K 0.12%
8,715
184
$960K 0.12%
1,820
-133
185
$957K 0.12%
2,708
+507
186
$942K 0.12%
42,811
-1,665
187
$941K 0.12%
22,654
188
$940K 0.12%
13,218
-10
189
$926K 0.12%
8,732
-70
190
$924K 0.12%
9,215
-41
191
$918K 0.12%
26,773
+16
192
$912K 0.12%
7,761
193
$910K 0.11%
24,402
-296
194
$906K 0.11%
1,555
+171
195
$906K 0.11%
19,773
196
$899K 0.11%
47,300
-20,334
197
$897K 0.11%
4,305
-70
198
$894K 0.11%
850
-27
199
$894K 0.11%
9,049
+325
200
$891K 0.11%
22,737
+1,130
6 7
8
9 10