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
151
$721K 0.18%
11,895
-1,077
152
$720K 0.18%
70,436
-5,187
153
$718K 0.18%
6,297
+35
154
$717K 0.18%
3,889
+1,309
155
$716K 0.18%
2,427
+248
156
$711K 0.17%
20,875
+1,266
157
$701K 0.17%
15,966
-75
158
$700K 0.17%
9,488
-115
159
$698K 0.17%
6,044
-294
160
$696K 0.17%
57,188
-14
161
$694K 0.17%
5,926
+494
162
$690K 0.17%
8,011
+53
163
$690K 0.17%
4,611
+1,027
164
$689K 0.17%
10,645
165
$686K 0.17%
6,203
+2,216
166
$681K 0.17%
11,252
-53
167
$671K 0.16%
26,323
+3,234
168
$667K 0.16%
21,120
+12,470
169
$667K 0.16%
17,418
-300
170
$666K 0.16%
16,961
-2,379
171
$665K 0.16%
7,153
-258
172
$664K 0.16%
7,257
+1,118
173
$664K 0.16%
7,445
-151
174
$664K 0.16%
23,422
+1,812
175
$663K 0.16%
4,232
+142
5 6
7
8 9