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
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
251
$451K 0.11%
8,707
-46
252
$450K 0.11%
2,597
+9
253
$447K 0.11%
5,509
-232
254
$445K 0.11%
7,579
+45
255
$444K 0.11%
9,439
256
$443K 0.11%
10,032
+810
257
$441K 0.11%
7,495
+71
258
$441K 0.11%
10,744
-782
259
$440K 0.11%
24,977
-120
260
$438K 0.11%
8,575
-190
261
$437K 0.11%
7,779
-455
262
$435K 0.11%
3,322
-209
263
$434K 0.11%
9,976
+1,186
264
$433K 0.11%
2,277
+135
265
$430K 0.11%
3,586
+229
266
$430K 0.11%
30,280
+1,280
267
$427K 0.1%
74,570
+1,453
268
$425K 0.1%
7,541
+1,010
269
$420K 0.1%
1,294
+87
270
$420K 0.1%
11,412
-616
271
$417K 0.1%
2,788
+30
272
$413K 0.1%
5,973
+21
273
$410K 0.1%
6,233
-320
274
$409K 0.1%
1,530
-72
275
$405K 0.1%
18,025
-818
9 10
11
12 13