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
301
$341K 0.08%
2,496
302
$338K 0.08%
9,316
-1,567
303
$336K 0.08%
+13,205
304
$336K 0.08%
27,581
+679
305
$334K 0.08%
3,843
+81
306
$332K 0.08%
2,735
+76
307
$332K 0.08%
5,525
308
$330K 0.08%
9,945
309
$327K 0.08%
+1,490
310
$326K 0.08%
899
+19
311
$326K 0.08%
+8,682
312
$326K 0.08%
13,297
+986
313
$325K 0.08%
5,718
+68
314
$316K 0.08%
1,624
315
$316K 0.08%
+4,213
316
$313K 0.08%
1,295
+4
317
$313K 0.08%
1,056
+9
318
$313K 0.08%
4,684
+569
319
$312K 0.08%
7,508
-477
320
$308K 0.08%
8,191
-149
321
$302K 0.07%
9,056
-406
322
$299K 0.07%
3,081
323
$298K 0.07%
23,957
324
$296K 0.07%
8,099
-125
325
$295K 0.07%
+4,996
11 12
13
14 15