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
276
$401K 0.1%
+1,220
277
$399K 0.1%
11,448
+1,911
278
$397K 0.1%
2,371
+407
279
$397K 0.1%
27,531
+400
280
$393K 0.1%
7,576
+8
281
$391K 0.1%
2,047
+210
282
$389K 0.1%
6,628
+1,350
283
$383K 0.09%
7,584
+131
284
$382K 0.09%
7,420
+586
285
$380K 0.09%
7,667
-744
286
$379K 0.09%
16,239
+1,782
287
$378K 0.09%
+24,000
288
$373K 0.09%
12,077
-765
289
$372K 0.09%
10,927
290
$371K 0.09%
14,311
-135
291
$370K 0.09%
2,805
+9
292
$370K 0.09%
7,655
-450
293
$365K 0.09%
+4,600
294
$364K 0.09%
38,488
295
$358K 0.09%
6,951
-322
296
$357K 0.09%
10,511
+2,282
297
$356K 0.09%
3,654
-262
298
$352K 0.09%
26,950
+8,898
299
$350K 0.09%
57,638
-7,813
300
$349K 0.09%
9,072
-342
10 11
12
13 14