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
76
$1.41M 0.34%
5,615
+145
77
$1.38M 0.34%
8,472
+22
78
$1.38M 0.34%
21,621
-5,636
79
$1.37M 0.34%
29,360
-147
80
$1.36M 0.33%
10,082
+787
81
$1.35M 0.33%
22,529
-611
82
$1.34M 0.33%
34,390
+1,231
83
$1.34M 0.33%
36,964
+13,196
84
$1.32M 0.32%
8,863
85
$1.3M 0.32%
17,092
-18,345
86
$1.3M 0.32%
21,483
-554
87
$1.28M 0.31%
33,298
+303
88
$1.26M 0.31%
21,699
+244
89
$1.21M 0.3%
17,872
+1,900
90
$1.19M 0.29%
42,145
+200
91
$1.18M 0.29%
20,013
+106
92
$1.17M 0.29%
7,129
-522
93
$1.17M 0.29%
28,847
-404
94
$1.16M 0.28%
9,395
-592
95
$1.13M 0.28%
484,565
96
$1.1M 0.27%
37,001
+1,608
97
$1.1M 0.27%
3,780
-91
98
$1.09M 0.27%
19,804
+853
99
$1.08M 0.26%
11,330
+118
100
$1.08M 0.26%
13,019
-17,888
2 3
4
5 6