IFWM

Institute for Wealth Management Portfolio holdings

AUM $931M
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
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
+$1.5M
3
+$1.45M
4
SPIB icon
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

1
+$1.47M
2
+$1.46M
3
+$1.39M
4
VUG icon
Vanguard Growth ETF
VUG
+$895K
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
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-12,558
428
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-30
429
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-14,237
430
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-8,101
431
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-3,584
432
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-10,425
433
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-3,333
434
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-2,829
435
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-2,308
436
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-3,488
437
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-18,085
438
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-7,116
439
– –
-9,019
440
– –
-4,015
441
– –
-6,727
442
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-11,886
443
– –
-1,986
444
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-3,760
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