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IFWM
Institute for Wealth Management Portfolio holdings
AUM
$1.13B
1-Year Est. Return
39.73%
This Fund
S&P 500
This Quarter
Est. Return
+26.73%
1 Year Est. Return
+39.73%
3 Year Est. Return
+136.8%
5 Year Est. Return
+172.29%
10 Year Est. Return
–
AUM
$1.13B
AUM Growth
+$194M
(+21%)
Cap. Flow
+$20.8M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
29.26%
Holding
1,780
New
1,223
Increased
100
Reduced
321
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
VanEck Semiconductor ETF
SMH
|
+$9.48M |
| 2 |
Vanguard World Funds Extended Duration ETF
EDV
|
+$5.06M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$4.76M |
| 4 |
SPDR Gold Trust
GLD
|
+$4.44M |
| 5 |
Meta Platforms (Facebook)
META
|
+$3.33M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$13.4M |
| 2 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$3.45M |
| 3 |
Affirm
AFRM
|
+$2.54M |
| 4 |
Snowflake
SNOW
|
+$2.24M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$1.75M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.13% |
| 2 | Industrials | 7.33% |
| 3 | Financials | 7.14% |
| 4 | Consumer Discretionary | 7.03% |
| 5 | Communication Services | 5.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
ArcelorMittal
MT
$55.3B
| $72.3K | 0.01% |
+1,200
| New | +$75.1K |
|
777
Invesco DB Agriculture Fund
DBA
$1.23B
| $71.2K | 0.01% |
+2,670
| New | +$72.8K |
|
778
Textron
TXT
$15.4B
| $71.2K | 0.01% |
+776
| New | +$70.5K |
|
779
iShares S&P India Nifty 50 Index Fund
INDY
$569M
| $70.9K | 0.01% |
+1,631
| New | +$70.4K |
|
|
ETG
780
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.85B
| $70.8K | 0.01% |
+3,007
| New | +$67.4K |
|
781
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
| $70.7K | 0.01% |
+734
| New | +$70.7K |
|
782
Vanguard Extended Market ETF
VXF
$31.9B
| $70.7K | 0.01% |
+287
| New | +$65.8K |
|
783
Royal Bank of Canada
RY
$293B
| $70.6K | 0.01% |
+341
| New | +$63.3K |
|
784
Toll Brothers
TOL
$14.5B
| $70.5K | 0.01% |
+428
| New | +$60.9K |
|
785
Biogen
BIIB
$30.7B
| $70.5K | 0.01% |
+326
| New | +$62.4K |
|
786
Exelon
EXC
$47B
| $70.4K | 0.01% |
+1,510
| New | +$69.8K |
|
787
SoFi Technologies
SOFI
$23.7B
| $70.2K | 0.01% |
+3,916
| New | +$66.3K |
|
|
788
Affirm
AFRM
$25.2B
| $70.1K | 0.01% |
859
-38,851
| -98% | -$2.54M |
|
789
Autodesk
ADSK
$52.6B
| $70K | 0.01% |
360
-4,258
| -92% | -$972K |
|
790
iShares Core Dividend Growth ETF
DGRO
$43.6B
| $69.5K | 0.01% |
+917
| New | +$67.7K |
|
791
JPMorgan Equity Focus ETF
JPEF
$2.07B
| $69.5K | 0.01% |
+865
| New | +$67.8K |
|
792
Amdocs
DOX
$6.22B
| $68.6K | 0.01% |
+1,357
| New | +$83.2K |
|
793
Mercury Insurance
MCY
$6.07B
| $68.3K | 0.01% |
+641
| New | +$63.1K |
|
794
Vanguard Total Corporate Bond ETF
VTC
$1.71B
| $68.2K | 0.01% |
+888
| New | +$68.2K |
|
795
Best Buy
BBY
$17.3B
| $67.9K | 0.01% |
+894
| New | +$59.4K |
|
796
Valvoline
VVV
$4.51B
| $67.8K | 0.01% |
+1,715
| New | +$59.6K |
|
797
American Eagle Outfitters
AEO
$3.01B
| $67.2K | 0.01% |
+3,907
| New | +$67.7K |
|
798
M&T Bank
MTB
$36.2B
| $67.2K | 0.01% |
+282
| New | +$61.7K |
|
|
GRMN
799
Garmin
GRMN
$60B
| $67.2K | 0.01% |
+283
| New | +$68.8K |
|
800
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
| $67K | 0.01% |
+644
| New | +$65.1K |
|
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Institute for Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Institute for Wealth Management held 1,780 positions worth $1.13B, up 21% from $938M the previous quarter. Its ten largest holdings account for 29% of the portfolio.
Institute for Wealth Management's Q2 2026 filing shows 1,223 new, 100 increased, 321 reduced and 9 closed positions. Its largest new stake was VanEck Semiconductor ETF: 17,372 shares worth $11.4M. The largest sale was Invesco QQQ Trust, an estimated $13.4M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Industrials and Financials.
- Institute for Wealth Management's largest Q2 2026 buy was VanEck Semiconductor ETF: 17,372 shares worth $11.4M.
- Institute for Wealth Management added most to Vanguard World Funds Extended Duration ETF in Q2 2026, an estimated $5.06M increase.
- Institute for Wealth Management's biggest Q2 2026 reduction was Invesco QQQ Trust, cutting an estimated $13.4M.
- Institute for Wealth Management fully exited Honeywell in Q2 2026, selling an estimated $1.04M.
- Institute for Wealth Management's ten largest holdings make up 29% of its $1.13B portfolio in Q2 2026.
- Institute for Wealth Management opened 1,223 new positions and closed 9 in Q2 2026.
- Institute for Wealth Management's portfolio value rose 21% quarter-over-quarter to $1.13B.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.