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
201
$577K 0.14%
7,243
+62
202
$575K 0.14%
+22,611
203
$575K 0.14%
11,438
+708
204
$569K 0.14%
9,541
-118
205
$565K 0.14%
9,278
+366
206
$560K 0.14%
1,098
+2
207
$558K 0.14%
5,620
208
$555K 0.14%
11,463
-641
209
$552K 0.14%
2,865
+138
210
$551K 0.13%
22,298
+2,101
211
$547K 0.13%
14,646
-961
212
$546K 0.13%
7,194
+38
213
$538K 0.13%
2,080
+34
214
$537K 0.13%
24,055
215
$536K 0.13%
13,131
-2
216
$535K 0.13%
10,558
-77
217
$535K 0.13%
10,169
+67
218
$532K 0.13%
17,476
+9,382
219
$527K 0.13%
13,191
+177
220
$526K 0.13%
9,153
-67
221
$518K 0.13%
12,750
222
$517K 0.13%
12,240
+100
223
$517K 0.13%
2,712
+113
224
$517K 0.13%
16,592
-260
225
$514K 0.13%
8,342
-881
7 8
9
10 11