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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
84
9
9
4
8
1
66
25
12
INSTITUTE FOR WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings450

Total Value ($x1000)459,978
Activities
New211

Increased71

Unchanged46

Decreased122

Sold Out29

Top 10 Stock Holdingstotal 19.76%
AAPL4.18

VOO2.62

AGG2.17

MSFT1.9

AMZN1.8

 
VTI1.58

ADBE1.43

SBUX1.4

BA1.39

SPY1.29

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.18%
COM
VOO
2.62%
SHS
AGG
2.17%
CORE TOTUSBD ETF
MSFT
1.9%
COM
AMZN
1.8%
COM
VTI
1.58%
TOTAL STK MKT
ADBE
1.43%
COM
SBUX
1.4%
COM
BA
1.39%
COM
SPY
1.29%
TR UNIT
VCSH
1.08%
SHRT TRM CORP BD
PYPL
1.07%
COM
VUG
1.05%
GROWTH ETF
FB
0.98%
CL A
NVDA
0.91%
COM
BAC
0.85%
COM
PXMG
0.85%
RUSEL MDCP GWT
PDP
0.79%
DWA MOMENTUM
QQQ
0.77%
UNIT SER 1
TXN
0.76%
COM
AEG
0.75%
NY REGISTRY SH
ISRG
0.72%
COM NEW
BND
0.71%
TOTAL BND MRKT
AMGN
0.68%
COM
AABA
0.67%
COM
SHV
0.66%
SHRT TRS BD ETF
VGK
0.66%
FTSE EUROPE ETF
DWDP
0.66%
COM
DIS
0.65%
COM DISNEY
BNDX
0.64%
INTL BD IDX ETF
SCHG
0.64%
US LCAP GR ETF
VEA
0.64%
FTSE DEV MKT ETF
GSY
0.6%
ULTRA SHRT DUR
JNJ
0.6%
COM
PWC
0.6%
DYNMC MKT ETF
NFLX
0.6%
COM
QLD
0.59%
PSHS ULTRA QQQ
COST
0.58%
COM
DWAQ
0.56%
DWA NASDAQ MNT
VWO
0.55%
FTSE EMR MKT ETF
V
0.55%
COM CL A
XLI
0.54%
SBI INT-INDS
JPM
0.52%
COM
T
0.52%
COM
CSX
0.51%
COM
GOOGL
0.47%
CAP STK CL A
PWB
0.47%
DYNMC LRG GWTH
VNQ
0.47%
REIT ETF
IVE
0.45%
S&P 500 VAL ETF
KO
0.43%
COM
XLF
0.43%
SBI INT-FINL
SSO
0.41%
PSHS ULT S&P 500
VZ
0.4%
COM
HIG
0.39%
COM
PFE
0.39%
COM
VHT
0.38%
HEALTH CAR ETF
C
0.37%
COM NEW
PG
0.36%
COM
INTC
0.36%
COM
PRF
0.36%
FTSE RAFI 1000
MA
0.36%
CL A
GM
0.36%
COM
BIBL
0.35%
INSPIRE 100ETF
LGLV
0.35%
RUSS1000LOWVOL
TIP
0.35%
TIPS BD ETF
IVV
0.35%
CORE S&P500 ETF
ISMD
0.34%
INSPIRE SMAL ETF
XLK
0.33%
TECHNOLOGY
WM
0.33%
COM
GOOG
0.33%
CAP STK CL C
MVV
0.32%
PSHS ULT MCAP400
EEM
0.32%
MSCI EMG MKT ETF
CSCO
0.32%
COM
RESN
0.32%
COM
LLY
0.31%
COM
CME
0.31%
COM
AAXN
0.31%
COM
UWM
0.31%
PSHS ULTRUSS2000
MCD
0.31%
COM
NKE
0.31%
CL B
FTNT
0.3%
COM
LRCX
0.3%
COM
HD
0.3%
COM
GS
0.3%
COM
RTN
0.29%
COM NEW
NWBI
0.29%
COM
XLE
0.29%
SBI INT-ENERGY
CSD
0.29%
S&P SPIN OFF
XLNX
0.29%
COM
MAR
0.28%
CL A
SPHQ
0.28%
S&P500 QUALITY
USMV
0.28%
USA MIN VOL ETF
PBE
0.28%
DYNMC BIOTECH
UPS
0.28%
CL B
XLG
0.28%
S&P 500 TOP 50
EFV
0.27%
EAFE VALUE ETF
TSI
0.27%
COM
MPC
0.27%
COM
EOG
0.27%
COM
URI
0.27%
COM
AXP
0.27%
COM
BABA
0.27%
SPONSORED ADS
MO
0.27%
COM
XOM
0.26%
COM
AMLP
0.26%
ALERIAN MLP
PFM
0.26%
DIVID ACHIEVEV
CMCSA
0.26%
CL A
KSU
0.26%
COM NEW
IEV
0.26%
EUROPE ETF
SQ
0.26%
CL A
VLO
0.25%
COM
MTN
0.25%
COM
LMT
0.24%
COM
COP
0.24%
COM
ABBV
0.24%
COM
MSG
0.24%
CL A
GWR
0.24%
CL A
IBM
0.23%
COM
QCOM
0.23%
COM
LOW
0.23%
COM
PANW
0.23%
COM
MMM
0.23%
COM
CVX
0.23%
COM
TWTR
0.23%
COM
SDIV
0.23%
GLB X SUPERDIV
VFH
0.22%
FINANCIALS ETF
PID
0.22%
INTL DIVI ACHI
PRU
0.21%
COM
ORCL
0.21%
COM
VGT
0.21%
INF TECH ETF
UNP
0.21%
COM
VPU
0.21%
UTILITIES ETF
HON
0.21%
COM
LUV
0.21%
COM
CET
0.2%
COM
MRK
0.2%
COM
CRM
0.2%
COM
TLT
0.2%
20+ YR TR BD ETF
CSGP
0.2%
COM
AMAT
0.2%
COM
PXSG
0.2%
RUSEL 2000 PUR
VRTX
0.2%
COM
VIS
0.2%
INDUSTRIAL ETF
FSIC
0.2%
COM
EWJ
0.19%
MSCI JPN ETF NEW
CAT
0.19%
COM
BMY
0.19%
COM
BKNG
0.19%
COM
FVL
0.19%
COM SHS
CBS
0.19%
CL B
SPYD
0.19%
SP500 HIGH DIV
DHR
0.19%
COM
EMLP
0.18%
NO AMER ENERGY
DTN
0.18%
DIV EX-FINL FD
ANTM
0.18%
COM
TRV
0.18%
COM
ARCC
0.18%
COM
ETN
0.17%
SHS
PUTW
0.17%
CBOE S&P 500
AFL
0.17%
COM
PSX
0.17%
COM
TSLA
0.17%
COM
UTX
0.17%
COM
XLU
0.17%
SBI INT-UTILS
DIAX
0.17%
SHS
AGN
0.17%
SHS
ECF
0.17%
COM
AIG
0.16%
COM NEW
F
0.16%
COM PAR $0.01
MDLZ
0.16%
CL A
SONA
0.16%
COM
BAX
0.16%
COM
DOL
0.16%
INTL LRGCAP DV
KRE
0.16%
S&P REGL BKG
DELL
0.16%
CL C
TRCO
0.16%
CL A
DON
0.16%
MIDCAP DIVI FD
CI
0.16%
COM
EET
0.16%
MSCI EMRG ETF
PJP
0.16%
DYNMC PHRMCTLS
BP
0.15%
SPONSORED ADR
PEP
0.15%
COM
GE
0.15%
COM
XHB
0.15%
S&P HOMEBUILD
GSK
0.15%
SPONSORED ADR
RHT
0.15%
COM
SLB
0.15%
COM
GILD
0.15%
COM
EBAY
0.15%
COM
NOW
0.15%
COM
EZM
0.15%
MDCP EARN FUND
UNH
0.15%
COM
VIAB
0.15%
CL B
SYY
0.15%
COM
MS
0.14%
COM NEW
BBH
0.14%
BIOTECH ETF
USB
0.14%
COM NEW
ALK
0.14%
COM
TOTL
0.14%
SPDR TR TACTIC
DAL
0.14%
COM NEW
HQY
0.14%
COM
MINT
0.14%
ENHAN SHRT MAT
D
0.14%
COM
H
0.14%
COM CL A
PRFZ
0.14%
FTSE RAFI 1500
LNG
0.13%
COM NEW
BX
0.13%
COM UNIT LTD
RSP
0.13%
S&P500 EQL WGT
FDX
0.13%
COM
WFC
0.13%
COM
XLV
0.13%
SBI HEALTHCARE
FXO
0.13%
FINLS ALPHADEX
SO
0.13%
COM
ONEK
0.13%
RUSSELL 1000 ETF
DTD
0.13%
TOTAL DIVID FD
STI
0.12%
COM
NEE
0.12%
COM
ANGL
0.12%
FALLEN ANGEL HG
XLY
0.12%
SBI CONS DISCR
EEMV
0.12%
EM MK MINVOL ETF
SMH
0.12%
SEMICONDUCTOR ET
DXJ
0.12%
JAPN HEDGE EQT
REGN
0.12%
COM
WMT
0.12%
COM
PWV
0.12%
DYNMC LRG VALU
ETG
0.12%
COM
ILMN
0.12%
COM
INDY
0.12%
INDIA 50 ETF
EUMV
0.12%
EURO MIN VOL
GDV
0.12%
COM
HES
0.12%
COM
OXY
0.12%
COM
APC
0.12%
COM
AMT
0.11%
COM
PGF
0.11%
FINL PFD ETF
WY
0.11%
COM
GLW
0.11%
COM
EMR
0.11%
COM
CSJ
0.11%
1-3 YR CR BD ETF
SWKS
0.11%
COM
NEAR
0.11%
SHT MAT BD ETF
PEY
0.11%
HIG YLD EQ DIV
SMAR
0.11%
CL A
SUSB
0.11%
ESG 1 5 YR USD
CELG
0.11%
COM
CWB
0.11%
BRC CNV SECS ETF
HEWJ
0.11%
HDG MSCI JAPAN
QRVO
0.11%
COM
DATA
0.1%
CL A
WTR
0.1%
COM
GIS
0.1%
COM
SWK
0.1%
COM
MTK
0.1%
MORGAN TECH ETF
EPD
0.1%
COM
VIG
0.1%
DIV APP ETF
FALN
0.1%
FALN ANGLS USD
LEN
0.1%
CL A
DE
0.1%
COM
USA
0.1%
SH BEN INT
IP
0.1%
COM
HCA
0.1%
COM
NIE
0.1%
COM
CL
0.1%
COM
ADP
0.1%
COM
CVS
0.1%
COM
MDY
0.1%
UTSER1 S&PDCRP
EW
0.09%
COM
PM
0.09%
COM
GD
0.09%
COM
XRT
0.09%
S&P RETAIL ETF
RDFN
0.09%
COM
KEY
0.09%
COM
WPC
0.09%
COM
JWN
0.09%
COM
VTV
0.09%
VALUE ETF
RDN
0.09%
COM
ABT
0.09%
COM
SYK
0.09%
COM
BIIB
0.09%
COM
MTUM
0.09%
MSCI USAMOMFCT
CMI
0.09%
COM
GPC
0.09%
COM
TJX
0.09%
COM
RIO
0.09%
SPONSORED ADR
AVGO
0.09%
COM
NVS
0.08%
SPONSORED ADR
OUSA
0.08%
OSHARS FTSE US
EFA
0.08%
MSCI EAFE ETF
ATVI
0.08%
COM
TOT
0.08%
SPONSORED ADR
AMD
0.08%
COM
ACN
0.08%
SHS CLASS A
RCI
0.08%
CL B
ULTA
0.08%
COM
CHTR
0.08%
CL A
MET
0.08%
COM
EPS
0.08%
EARNING 500 FD
KMB
0.08%
COM
PXMV
0.08%
RUSEL MDCP PUR
BTO
0.08%
SH BEN INT NEW
YUM
0.08%
COM
TMO
0.08%
COM
ALL
0.08%
COM
NUE
0.08%
COM
LYB
0.08%
SHS - A -
VCIT
0.08%
INT-TERM CORP
PNC
0.07%
COM
CAPE
0.07%
BARC ETN+SHILL
CHW
0.07%
COM
PSA
0.07%
COM
HTD
0.07%
COM
MDT
0.07%
SHS
ACWV
0.07%
CNTRY MIN VL ETF
FTLS
0.07%
LNG/SHT EQUITY
SNY
0.07%
SPONSORED ADR
NSC
0.07%
COM
INTU
0.07%
COM
PXSV
0.07%
RUSEL 2000 VAL
OLED
0.07%
COM
NTR
0.07%
COM
DISCA
0.07%
COM SER A
CVY
0.07%
ZACKS MULT AST
VOT
0.07%
MCAP GR IDXVIP
AA
0.07%
COM
WDC
0.07%
COM
CSQ
0.07%
COM SH BEN INT
PHM
0.07%
COM
MGK
0.07%
MEGA GRWTH IND
FTY
0.07%
REAL EST 50 ETF
DG
0.07%
COM
EA
0.07%
COM
MAS
0.07%
COM
CII
0.07%
COM
MCK
0.07%
COM
ECL
0.07%
COM
DLR
0.07%
COM
VB
0.06%
SMALL CP ETF
LVS
0.06%
COM
XAR
0.06%
AEROSPACE DEF
DLTR
0.06%
COM
SHAG
0.06%
BARCLAYS YIELD
FFIV
0.06%
COM
PEO
0.06%
COM
WBC
0.06%
COM
WYNN
0.06%
COM
DFS
0.06%
COM
APD
0.06%
COM
SDY
0.06%
S&P DIVID ETF
LAG
0.06%
BRCLYS AGG ETF
MGU
0.06%
COM
XOVR
0.06%
SPDR BOFA CRSS
SLYG
0.06%
S&P 600 SMCP GRW
RMT
0.06%
COM
IWM
0.06%
RUSSELL 2000 ETF
MOO
0.06%
AGRIBUSINESS ETF
SHW
0.06%
COM
FDL
0.06%
SHS
TGT
0.06%
COM
FTV
0.06%
COM
BBT
0.06%
COM
EES
0.06%
SMLCAP EARN FD
WRK
0.06%
COM
OIH
0.06%
OIL SVCS ETF
EXPE
0.06%
COM NEW
QQEW
0.06%
SHS
TTD
0.06%
CL A
FBT
0.06%
NY ARCA BIOTECH
IBB
0.05%
NASDQ BIOTEC ETF
VBR
0.05%
SM CP VAL ETF
OAK
0.05%
UNIT 99/99/9999
IYT
0.05%
TRANS AVG ETF
EP/PC
0.05%
PFD CV TR SECS
FUND
0.05%
COM
MMP
0.05%
COM UNIT RP LP
DVY
0.05%
SELECT DIVID ETF
JPST
0.05%
ULTRA SHRT INC
FXI
0.05%
CHINA LG-CAP ETF
VFC
0.05%
COM
EWW
0.05%
MSCI MEX CAP ETF
MGM
0.05%
COM
BCV
0.05%
COM
ARNC
0.05%
COM
BIV
0.05%
INTERMED TERM
FGEN
0.05%
COM
MINI
0.05%
COM
KBE
0.05%
S&P BK ETF
IWO
0.05%
RUS 2000 GRW ETF
BTI
0.05%
SPONSORED ADR
PGR
0.05%
COM
IJK
0.05%
S&P MC 400GR ETF
KLAC
0.05%
COM
BBX
0.05%
CL A
GLIBA
0.05%
COM CLASS A
LH
0.05%
COM NEW
IGF
0.05%
GLB INFRASTR ETF
NOC
0.05%
COM
CGNX
0.05%
COM
PDI
0.05%
SHS
ENB
0.05%
COM
FDN
0.05%
DJ INTERNT IDX
CLM
0.05%
COM PAR $0.001
ETE
0.05%
COM UT LTD PTN
ITW
0.05%
COM
DOO
0.05%
INTL DIV EX FINL
MU
0.05%
COM
MSGN
0.05%
CL A
AEO
0.05%
COM
DHS
0.05%
EQTY INC ETF
VOE
0.05%
MCAP VL IDXVIP
IT
0.05%
COM
XBI
0.04%
S&P BIOTECH
PCAR
0.04%
COM
DDS
0.04%
CL A
DUK
0.04%
COM NEW
XLRE
0.04%
RL EST SEL SEC
CRF
0.04%
COM PAR $0.01
PFG
0.04%
COM
GGT
0.04%
COM
PIE
0.04%
DWA EMERG MKTS
BDJ
0.04%
COM
FFA
0.04%
COM
JBLU
0.04%
COM
JQC
0.04%
COM SHS
EVF
0.04%
SH BEN INT
NAVI
0.04%
COM
BGB
0.03%
COM SHS BEN IN
RFI
0.03%
COM
EVG
0.03%
COM
ETY
0.03%
COM
MLPX
0.03%
GLB X MLP ENRG I
NUV
0.03%
COM
CHI
0.03%
SH BEN INT
GLO
0.02%
SH BEN INT
TEI
0.02%
COM
NLY
0.02%
COM
ACB
0.02%
COM
IAF
0.02%
COM
GAB
0.02%
COM
RBS
0.02%
SPONS ADR 20 ORD
BKT
0.01%
COM
RAD
0.01%
COM
SIRI
0.01%
COM
GSB
0.01%
COM
CIG
0.01%
SP ADR N-V PFD
PUTW
0.01%
PUT
GSAT
< 0.01%
COM
TEVA
< 0.01%
ADR
TEVA
< 0.01%
CALL
GS
< 0.01%
CALL
MCN
< 0.01%
CALL
VCR
0.6%
CONSUM DIS ETF
BRK.A
0.5%
CL A
BRK.B
0.47%
CL B NEW
GAM
0.36%
COM
FOXA
0.28%
CL A
HRB
0.27%
COM
OSB
0.23%
COM NEW
GRMN
0.22%
SHS
APTI
0.21%
CL A
BAC/WS/A
0.17%
*W EXP 01/16/201
HPQ
0.16%
COM
PZI
0.13%
ZACKS MICRO CP
GCV
0.13%
COM
AZN
0.13%
SPONSORED ADR
CB
0.12%
COM
RDS/A
0.12%
SPONS ADR A
JCI
0.12%
SHS
VAW
0.1%
MATERIALS ETF
M
0.1%
COM
KMI
0.08%
COM
VALE
0.08%
ADR
NFJ
0.05%
COM
GENC
0.05%
COM
SMFG
0.05%
SPONSORED ADR
GWGH
0.04%
COM
(NOTE)
0.01%
NOTE 4.950% 7/1
TSLA
< 0.01%
PUT
(NOTE)
< 0.01%
NOTE 3.875% 3/1
CPE
< 0.01%
CALL