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
$408M
AUM Growth
+$92.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$1.58M
3
+$1.57M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.45M
5
BMY.RT
Bristol-Myers Squibb Company Contingent Value Rights
BMY.RT
+$1.18M

Top Sells

1
+$1.5M
2
+$1.48M
3
+$1.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$981K
5
RTN
Raytheon Company
RTN
+$882K

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 8.21%
3 Financials 8.21%
4 Healthcare 6.87%
5 Industrials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$511K 0.13%
20,715
+2,401
227
$510K 0.12%
7,095
-436
228
$508K 0.12%
8,192
-253
229
$508K 0.12%
3,078
-289
230
$494K 0.12%
16,229
+3,734
231
$493K 0.12%
17,468
-2,106
232
$492K 0.12%
21,889
+884
233
$490K 0.12%
+2,988
234
$488K 0.12%
+40,000
235
$487K 0.12%
2,866
+176
236
$485K 0.12%
35,628
237
$485K 0.12%
1,553
+141
238
$484K 0.12%
14,847
+344
239
$483K 0.12%
21,749
+1,542
240
$482K 0.12%
26,216
+4,082
241
$480K 0.12%
10,664
-400
242
$479K 0.12%
3,625
+9
243
$468K 0.11%
2,864
+783
244
$468K 0.11%
13,944
-207
245
$466K 0.11%
11,442
+163
246
$466K 0.11%
4,659
-90
247
$462K 0.11%
9,195
248
$459K 0.11%
3,293
-46
249
$458K 0.11%
5,246
+51
250
$452K 0.11%
2,652
+735
8 9
10
11 12