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
176
$660K 0.16%
5,079
+1,360
177
$659K 0.16%
1,806
-9
178
$658K 0.16%
8,913
+323
179
$653K 0.16%
3,264
+447
180
$639K 0.16%
8,370
-326
181
$638K 0.16%
7,293
+4
182
$632K 0.15%
11,057
+2,527
183
$631K 0.15%
5,104
-431
184
$629K 0.15%
14,089
+990
185
$628K 0.15%
6,398
+10
186
$627K 0.15%
4,809
+20
187
$624K 0.15%
5,169
+1,698
188
$620K 0.15%
18,148
+506
189
$617K 0.15%
6,065
+61
190
$617K 0.15%
4,203
-1,704
191
$616K 0.15%
+17,310
192
$616K 0.15%
6,311
+94
193
$612K 0.15%
982
-10
194
$605K 0.15%
3,849
-44
195
$600K 0.15%
33,545
+591
196
$594K 0.15%
15,684
-403
197
$594K 0.15%
373
+27
198
$589K 0.14%
11,696
-65
199
$588K 0.14%
16,785
+200
200
$580K 0.14%
22,114
+517
6 7
8
9 10