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
376
$224K 0.05%
+2,102
377
$222K 0.05%
+10,500
378
$222K 0.05%
5,422
-320
379
$222K 0.05%
3,704
+56
380
$222K 0.05%
10,520
-1,140
381
$218K 0.05%
+9,805
382
$218K 0.05%
7,780
+332
383
$218K 0.05%
5,433
-614
384
$217K 0.05%
+2,309
385
$217K 0.05%
4,367
386
$216K 0.05%
5,446
387
$216K 0.05%
+1,043
388
$215K 0.05%
+8,984
389
$213K 0.05%
+1,046
390
$211K 0.05%
+1,570
391
$210K 0.05%
+1,054
392
$210K 0.05%
+6,370
393
$208K 0.05%
3,812
-283
394
$208K 0.05%
+9,119
395
$204K 0.05%
+2,616
396
$204K 0.05%
+2,671
397
$202K 0.05%
5,250
-4,475
398
$202K 0.05%
+11,691
399
$200K 0.05%
+1,195
400
$200K 0.05%
+6,124
14 15
16
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