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
401
$193K 0.05%
5,833
-103
402
$187K 0.05%
10,622
-85
403
$178K 0.04%
16,247
+12
404
$173K 0.04%
24,055
405
$170K 0.04%
10,716
-3,258
406
$164K 0.04%
11,269
-100
407
$162K 0.04%
+14,327
408
$160K 0.04%
21,756
409
$156K 0.04%
10,296
-788
410
$137K 0.03%
21,424
411
$132K 0.03%
13,077
+433
412
$132K 0.03%
10,717
413
$114K 0.03%
11,596
+338
414
$112K 0.03%
11,804
+226
415
$111K 0.03%
10,300
416
$107K 0.03%
18,085
417
$105K 0.03%
6,005
418
$100K 0.02%
11,529
419
$93K 0.02%
17,500
420
$86K 0.02%
11,980
421
$77K 0.02%
13,174
422
$72K 0.02%
10,140
423
$58K 0.01%
11,845
424
$54K 0.01%
+10,060
425
$45K 0.01%
+1,956
14 15 16
17
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