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
201
$862K 0.11%
11,242
-451
202
$860K 0.11%
10,799
203
$855K 0.11%
30,357
-1,917
204
$855K 0.11%
14,657
+6
205
$855K 0.11%
6,979
-593
206
$854K 0.11%
10,358
-148
207
$851K 0.11%
1,792
-44
208
$849K 0.11%
11,308
-105
209
$841K 0.11%
1,354
+282
210
$834K 0.11%
3,771
-152
211
$829K 0.1%
1,604
-2
212
$811K 0.1%
14,330
+400
213
$797K 0.1%
12,790
214
$790K 0.1%
6,743
-135
215
$784K 0.1%
3,562
+866
216
$779K 0.1%
11,027
+95
217
$776K 0.1%
3,972
+1,358
218
$768K 0.1%
12,961
+1,564
219
$766K 0.1%
10,654
-578
220
$764K 0.1%
4,434
221
$764K 0.1%
2,374
+581
222
$759K 0.1%
66,898
+322
223
$754K 0.1%
21,325
+158
224
$752K 0.09%
7,846
-160
225
$748K 0.09%
2,311
-60
7 8
9
10 11