Institute for Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$3.76M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.5M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$1.45M |
| 4 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$1.41M |
| 5 |
BMY.RT
Bristol-Myers Squibb Company Contingent Value Rights
BMY.RT
|
+$1.19M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares S&P 500 Value ETF
IVE
|
+$1.47M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.46M |
| 3 |
FlexShares Ultra-Short Income Fund
RAVI
|
+$1.39M |
| 4 |
Vanguard Morningstar Growth ETF
VUG
|
+$895K |
| 5 |
RTN
Raytheon Company
RTN
|
+$882K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.95% |
| 2 | Consumer Discretionary | 8.21% |
| 3 | Financials | 8.21% |
| 4 | Healthcare | 6.87% |
| 5 | Industrials | 6.51% |
Similar funds
Institute for Wealth Management's Q2 2020 Portfolio in Review
As of Q2 2020, Institute for Wealth Management held 451 positions worth $408M, up 26% from $324M the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Institute for Wealth Management deployed $12.3M of net new capital in Q2 2020, opening 50 new positions and adding to 198 existing holdings. Its largest new stake was Vanguard Short-Term Treasury ETF: 60,448 shares worth $3.76M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 16% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was iShares S&P 500 Value ETF, an estimated $1.47M trimmed.
- Institute for Wealth Management's largest Q2 2020 buy was Vanguard Short-Term Treasury ETF: 60,448 shares worth $3.76M.
- Institute for Wealth Management added most to State Street SPDR S&P 500 ETF Trust in Q2 2020, an estimated $1.5M increase.
- Institute for Wealth Management's biggest Q2 2020 reduction was iShares S&P 500 Value ETF, cutting an estimated $1.47M.
- Institute for Wealth Management fully exited Raytheon Company in Q2 2020, selling an estimated $882K.
- Institute for Wealth Management's ten largest holdings make up 20% of its $408M portfolio in Q2 2020.
- Institute for Wealth Management opened 50 new positions and closed 25 in Q2 2020.
- Institute for Wealth Management's portfolio value rose 26% quarter-over-quarter to $408M.
Based on Institute for Wealth Management's 13F filing for Q2 2020, filed 30 Jul 2020.