Institute for Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bristol-Myers Squibb
BMY
|
+$2.15M |
| 2 |
iShares Russell 3000 ETF
IWV
|
+$1.57M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.15M |
| 4 |
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
|
+$918K |
| 5 |
Vanguard Morningstar Growth ETF
VUG
|
+$887K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
|
+$2.06M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.07M |
| 3 |
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
+$866K |
| 4 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$681K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$679K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 19.47% |
| 2 | Consumer Discretionary | 9.09% |
| 3 | Financials | 8.07% |
| 4 | Healthcare | 6.62% |
| 5 | Industrials | 6.36% |
Similar funds
Institute for Wealth Management's Q3 2020 Portfolio in Review
As of Q3 2020, Institute for Wealth Management held 454 positions worth $438M, up 7.2% from $408M the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Institute for Wealth Management's Q3 2020 filing shows 28 new, 140 increased, 189 reduced and 38 closed positions. Its largest new stake was iShares Russell 3000 ETF: 8,123 shares worth $1.59M. The largest sale was State Street SPDR US Large Cap Low Volatility Index ETF, an estimated $2.06M.
By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Consumer Discretionary and Financials.
- Institute for Wealth Management's largest Q3 2020 buy was iShares Russell 3000 ETF: 8,123 shares worth $1.59M.
- Institute for Wealth Management added most to Bristol-Myers Squibb in Q3 2020, an estimated $2.15M increase.
- Institute for Wealth Management's biggest Q3 2020 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $1.07M.
- Institute for Wealth Management fully exited State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2020, selling an estimated $2.06M.
- Institute for Wealth Management's ten largest holdings make up 21% of its $438M portfolio in Q3 2020.
- Institute for Wealth Management opened 28 new positions and closed 38 in Q3 2020.
- Institute for Wealth Management's portfolio value rose 7.2% quarter-over-quarter to $438M.
Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.