IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
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
1
$12.8M 3.14%
140,484
+3,952
2
$11.4M 2.79%
56,010
+942
3
$9.56M 2.34%
69,300
+1,580
4
$8.98M 2.2%
20,634
+767
5
$7.69M 1.88%
809,640
+24,520
6
$6.69M 1.64%
38,394
-317
7
$6.61M 1.62%
21,434
+5,130
8
$5.91M 1.45%
19,077
+2,885
9
$5.88M 1.44%
79,923
+442
10
$5.14M 1.26%
20,763
-375
11
$4.83M 1.18%
21,251
-45
12
$4.22M 1.03%
44,044
-8,876
13
$3.97M 0.97%
107,432
-584
14
$3.89M 0.95%
30,668
+1,173
15
$3.88M 0.95%
57,565
+20
16
$3.76M 0.92%
+60,448
17
$3.68M 0.9%
15,596
-495
18
$3.68M 0.9%
289,744
+816
19
$3.61M 0.88%
12,735
-2,451
20
$3.53M 0.86%
31,641
+2,858
21
$3.43M 0.84%
57,875
+704
22
$3.27M 0.8%
16,185
-4,852
23
$3.14M 0.77%
44,320
+5,340
24
$3.06M 0.75%
27,670
+8,741
25
$2.78M 0.68%
15,186
+341
1
2 3 4 5