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
101
$1.07M 0.26%
5,894
+80
102
$1.07M 0.26%
13,264
103
$1.07M 0.26%
4
104
$1.07M 0.26%
2,633
+34
105
$1.06M 0.26%
21,024
-1,963
106
$1.04M 0.25%
9,323
+361
107
$1.01M 0.25%
6,190
+224
108
$1M 0.24%
35,901
+188
109
$994K 0.24%
18,944
-261
110
$991K 0.24%
34,345
-81
111
$988K 0.24%
39,064
-1,293
112
$969K 0.24%
41,548
+1,542
113
$940K 0.23%
7,860
+608
114
$935K 0.23%
9,498
-40
115
$933K 0.23%
18,269
-1,359
116
$923K 0.23%
11,106
+3,640
117
$911K 0.22%
3,531
+2,175
118
$907K 0.22%
37,340
-282
119
$903K 0.22%
4,186
+2,201
120
$899K 0.22%
164,585
-4,324
121
$898K 0.22%
2,494
+43
122
$877K 0.21%
10,229
+346
123
$876K 0.21%
24,241
-30
124
$876K 0.21%
3,144
-527
125
$874K 0.21%
20,857
3 4
5
6 7