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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 | |
|---|---|---|---|---|---|---|
851
Invesco Global Water ETF
PIO
$281M
| $54K | ﹤0.01% |
+1,200
| New | +$53.9K |
|
852
Canadian National Railway
CNI
$75.9B
| $53.6K | ﹤0.01% |
+450
| New | +$51.2K |
|
853
Globe Life
GL
$14.4B
| $53.6K | ﹤0.01% |
+300
| New | +$47K |
|
854
WillScot Mobile Mini Holdings
WSC
$4.37B
| $53.5K | ﹤0.01% |
+1,853
| New | +$44.8K |
|
855
iShares Russell Mid-Cap ETF
IWR
$57.5B
| $53.4K | ﹤0.01% |
+484
| New | +$50.9K |
|
856
Sanofi
SNY
$104B
| $52.8K | ﹤0.01% |
+1,239
| New | +$55.4K |
|
857
MPLX
MPLX
$59.3B
| $52.7K | ﹤0.01% |
+936
| New | +$52.2K |
|
|
GGT
858
Gabelli Multimedia Trust
GGT
$176M
| $52.5K | ﹤0.01% |
12,482
-667
| -5% | -$2.79K |
|
859
WEC Energy
WEC
$34.5B
| $52.5K | ﹤0.01% |
+450
| New | +$51.3K |
|
860
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.24B
| $52.5K | ﹤0.01% |
816
-3,377
| -81% | -$223K |
|
861
NetApp
NTAP
$39.2B
| $52.5K | ﹤0.01% |
+339
| New | +$44.3K |
|
862
Invesco S&P Global Water Index ETF
CGW
$1.07B
| $52.5K | ﹤0.01% |
+798
| New | +$51.1K |
|
863
Mercury Systems
MRCY
$6.54B
| $52.4K | ﹤0.01% |
+428
| New | +$40.8K |
|
864
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
| $52.3K | ﹤0.01% |
+699
| New | +$51.5K |
|
865
Vanguard International Dividend Appreciation ETF
VIGI
$9.29B
| $52.1K | ﹤0.01% |
+558
| New | +$51.7K |
|
866
BILL Holdings
BILL
$4.82B
| $51.9K | ﹤0.01% |
+1,434
| New | +$52.8K |
|
867
Invesco S&P 100 Equal Weight ETF
EQWL
$2.78B
| $51.6K | ﹤0.01% |
+400
| New | +$49.7K |
|
868
Zebra Technologies
ZBRA
$18B
| $51.6K | ﹤0.01% |
+196
| New | +$46.1K |
|
869
KB Home
KBH
$3.47B
| $51.3K | ﹤0.01% |
+820
| New | +$42.6K |
|
870
Robinhood
HOOD
$83.8B
| $51.2K | ﹤0.01% |
+511
| New | +$42.8K |
|
871
Constellation Brands
STZ
$22.8B
| $51.1K | ﹤0.01% |
+367
| New | +$54.6K |
|
872
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
| $50.6K | ﹤0.01% |
+950
| New | +$52.2K |
|
873
WD-40
WDFC
$3.13B
| $50.2K | ﹤0.01% |
+206
| New | +$44.1K |
|
874
TBG Dividend Focus ETF
TBG
$265M
| $49.6K | ﹤0.01% |
+1,361
| New | +$49.4K |
|
875
Beyond Meat
BYND
$271M
| $49.3K | ﹤0.01% |
65,750
+15,750
| +32% | +$12.2K |
|
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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.