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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 | |
|---|---|---|---|---|---|---|
1126
Invesco Next Gen Media and Gaming ETF
GGME
$46.4M
| $20.5K | ﹤0.01% |
+340
| New | +$19.8K |
|
|
NBIS
1127
Nebius Group N.V.
NBIS
$46.7B
| $20.4K | ﹤0.01% |
+74
| New | +$14.7K |
|
1128
Nutanix
NTNX
$17.4B
| $20.4K | ﹤0.01% |
+400
| New | +$18.1K |
|
1129
The GEO Group
GEO
$4.04B
| $20.2K | ﹤0.01% |
+685
| New | +$15.5K |
|
1130
ARK Genomic Revolution ETF
ARKG
$1.78B
| $20.2K | ﹤0.01% |
+479
| New | +$15.3K |
|
1131
Regions Financial
RF
$26.8B
| $20.1K | ﹤0.01% |
+667
| New | +$18.7K |
|
|
HKD
1132
AMTD Digital
HKD
$525M
| $19.9K | ﹤0.01% |
12,500
| – | – |
|
1133
Zimmer Biomet
ZBH
$18.7B
| $19.8K | ﹤0.01% |
+230
| New | +$20.2K |
|
|
CGO
1134
Calamos Global Total Return Fund
CGO
$130M
| $19.8K | ﹤0.01% |
+1,447
| New | +$19K |
|
1135
Zoom
ZM
$31.4B
| $19.6K | ﹤0.01% |
+227
| New | +$21.5K |
|
1136
United Therapeutics
UTHR
$22.7B
| $19.5K | ﹤0.01% |
+36
| New | +$20.3K |
|
1137
Imperial Oil
IMO
$62.3B
| $19.5K | ﹤0.01% |
+174
| New | +$21.8K |
|
1138
Paycom
PAYC
$9.62B
| $19.5K | ﹤0.01% |
+155
| New | +$20.2K |
|
1139
Omnicom Group
OMC
$23.2B
| $19.4K | ﹤0.01% |
+267
| New | +$20.1K |
|
1140
iShares Core MSCI Europe ETF
IEUR
$9.14B
| $19.4K | ﹤0.01% |
+258
| New | +$19.2K |
|
1141
Vanguard Total World Stock ETF
VT
$81.2B
| $19.3K | ﹤0.01% |
+123
| New | +$18.8K |
|
1142
Moderna
MRNA
$23.9B
| $19.2K | ﹤0.01% |
+275
| New | +$14.2K |
|
|
PDM
1143
Piedmont Realty Trust
PDM
$1.16B
| $19.2K | ﹤0.01% |
+2,095
| New | +$17.3K |
|
1144
VanEck Gold Miners ETF
GDX
$27.6B
| $19.1K | ﹤0.01% |
+254
| New | +$22.4K |
|
1145
NNN REIT
NNN
$8.8B
| $19.1K | ﹤0.01% |
+411
| New | +$18.4K |
|
1146
Viavi Solutions
VIAV
$9.18B
| $19.1K | ﹤0.01% |
+400
| New | +$19.2K |
|
1147
iShares MSCI Taiwan ETF
EWT
$11B
| $19K | ﹤0.01% |
+175
| New | +$16.4K |
|
1148
Global X US Preferred ETF
PFFD
$2.16B
| $19K | ﹤0.01% |
+1,015
| New | +$19.1K |
|
1149
Vodafone
VOD
$36.4B
| $18.9K | ﹤0.01% |
+1,426
| New | +$21.6K |
|
1150
National Beverage
FIZZ
$2.91B
| $18.8K | ﹤0.01% |
+602
| New | +$21K |
|
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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.