IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
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
1
$98.2M 12.39%
808,775
-5,560
2
$29.8M 3.76%
127,905
-477
3
$21.8M 2.75%
50,588
-298
4
$17.1M 2.16%
91,744
+842
5
$11.6M 1.46%
20,275
-210
6
$10.5M 1.32%
21,437
-8,168
7
$9.99M 1.26%
60,228
-408
8
$9.73M 1.23%
18,795
+5
9
$8.62M 1.09%
9,726
+599
10
$8.32M 1.05%
20,820
-15
11
$7.66M 0.97%
78,618
-145
12
$7.25M 0.92%
27,722
-1,030
13
$6.52M 0.82%
250,504
+200
14
$6.4M 0.81%
7,908
-60
15
$6.17M 0.78%
130,649
+7,043
16
$6.13M 0.77%
29,662
-57
17
$6.12M 0.77%
74,990
-240
18
$5.99M 0.76%
47,465
+2,835
19
$5.93M 0.75%
6,698
+161
20
$5.86M 0.74%
48,709
+1
21
$5.62M 0.71%
41,479
+122
22
$5.45M 0.69%
9,501
-19
23
$5.34M 0.67%
32,532
+1,527
24
$5.16M 0.65%
10,419
-88
25
$5.1M 0.64%
112,460
+453
1
2 3 4 5