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
426
$31K 0.01%
+9,292
427
– –
-3,488
428
– –
-18,085
429
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-6,727
430
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-7,116
431
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-9,019
432
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-11,886
433
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-12,558
434
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-30
435
– –
-14,237
436
– –
-8,101
437
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-3,584
438
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-10,425
439
– –
-3,333
440
– –
-3,760
441
– –
-2,829
442
– –
-2,308
443
– –
-1,986
444
– –
-4,015
14 15 16 17
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