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
351
$254K 0.06%
16,392
-750
352
$253K 0.06%
7,657
-137
353
$252K 0.06%
+7,897
354
$251K 0.06%
10,943
355
$249K 0.06%
4,098
+9
356
$249K 0.06%
2,046
357
$248K 0.06%
2,706
+83
358
$248K 0.06%
+5,778
359
$247K 0.06%
10,339
360
$243K 0.06%
22,822
+880
361
$243K 0.06%
+1,705
362
$241K 0.06%
7,831
-735
363
$239K 0.06%
+7,378
364
$239K 0.06%
+9,740
365
$237K 0.06%
+4,478
366
$233K 0.06%
2,338
-20
367
$232K 0.06%
14,119
-5,063
368
$232K 0.06%
1,850
-87
369
$231K 0.06%
85,304
-7,025
370
$230K 0.06%
+6,628
371
$230K 0.06%
+7,326
372
$229K 0.06%
+3,840
373
$228K 0.06%
+4,072
374
$228K 0.06%
6,970
+242
375
$225K 0.06%
+4,121
13 14
15
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