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
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
26
$2.74M 0.67%
9,045
+79
27
$2.49M 0.61%
76,990
+3,940
28
$2.47M 0.61%
8,363
+757
29
$2.46M 0.6%
27,887
-4,187
30
$2.44M 0.6%
12,629
+715
31
$2.38M 0.58%
24,224
+100
32
$2.37M 0.58%
43,327
-33
33
$2.35M 0.58%
79,737
-474
34
$2.34M 0.57%
74,804
+19,992
35
$2.32M 0.57%
97,573
+566
36
$2.22M 0.54%
32,317
+970
37
$2.12M 0.52%
29,490
+3,090
38
$2.06M 0.5%
20,163
+580
39
$2.04M 0.5%
19,509
+14
40
$2M 0.49%
20,332
+3,808
41
$1.92M 0.47%
536,915
+329,054
42
$1.92M 0.47%
13,643
-364
43
$1.88M 0.46%
80,916
-609
44
$1.82M 0.45%
9,218
+850
45
$1.78M 0.44%
3,922
+553
46
$1.76M 0.43%
22,465
-1,966
47
$1.76M 0.43%
12,312
+7,443
48
$1.74M 0.43%
44,814
-10,179
49
$1.73M 0.42%
16,444
+353
50
$1.72M 0.42%
62,725
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