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
51
$1.68M 0.41%
17,853
-106
52
$1.67M 0.41%
72,117
+2,238
53
$1.59M 0.39%
25,833
+9,803
54
$1.57M 0.38%
15,994
+229
55
$1.57M 0.38%
+30,212
56
$1.55M 0.38%
8,285
+64
57
$1.52M 0.37%
70,410
+125
58
$1.52M 0.37%
37,968
+3,987
59
$1.51M 0.37%
65,980
+384
60
$1.5M 0.37%
14,214
+426
61
$1.5M 0.37%
10,052
-171
62
$1.5M 0.37%
42,378
+559
63
$1.5M 0.37%
48,307
-769
64
$1.5M 0.37%
25,943
-10,493
65
$1.47M 0.36%
7,646
-509
66
$1.46M 0.36%
61,470
+2,180
67
$1.45M 0.36%
+39,766
68
$1.44M 0.35%
36,308
-8,326
69
$1.43M 0.35%
27,889
-963
70
$1.42M 0.35%
20,120
+2,020
71
$1.42M 0.35%
15,559
+249
72
$1.42M 0.35%
10,119
+2,979
73
$1.42M 0.35%
7,927
+2,321
74
$1.41M 0.35%
25,621
-2
75
$1.41M 0.35%
19,850
+80
1 2
3
4 5