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
326
$292K 0.07%
10,895
+692
327
$288K 0.07%
39,464
-300
328
$285K 0.07%
+1,325
329
$284K 0.07%
+4,300
330
$284K 0.07%
2,333
+477
331
$280K 0.07%
3,508
332
$280K 0.07%
2,042
+180
333
$278K 0.07%
2,568
-13,863
334
$278K 0.07%
3,530
-169
335
$278K 0.07%
3,204
-17
336
$277K 0.07%
10,294
337
$276K 0.07%
1,625
-100
338
$274K 0.07%
1,567
-26
339
$274K 0.07%
+4,814
340
$271K 0.07%
2,789
+9
341
$267K 0.07%
2,923
342
$264K 0.06%
10,314
+1,762
343
$264K 0.06%
4,881
-525
344
$264K 0.06%
18,217
345
$257K 0.06%
1,719
346
$256K 0.06%
4,922
-555
347
$256K 0.06%
+1,838
348
$255K 0.06%
13,254
349
$255K 0.06%
8,430
+280
350
$254K 0.06%
1,707
+140
12 13
14
15 16