Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
42
3
4
3
4
1
34
9
7
INSTITUTE FOR WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings268

Total Value ($x1000)243,621
Activities
New158

Increased51

Unchanged6

Decreased53

Sold Out92

Top 10 Stock Holdingstotal 20.22%
AAPL3.52

AMZN2.87

ADBE2.32

BA2.22

SPY2.05

 
PYPL1.68

FB1.45

AMGN1.44

BAC1.36

PDP1.31

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.52%
COM
AMZN
2.87%
COM
ADBE
2.32%
COM
BA
2.22%
COM
SPY
2.05%
TR UNIT
PYPL
1.68%
COM
FB
1.45%
CL A
AMGN
1.44%
COM
BAC
1.36%
COM
PDP
1.31%
DWA MOMENTUM
NVDA
1.29%
COM
PXMG
1.27%
RUSEL MDCP GWT
QQQ
1.24%
UNIT SER 1
GSY
1.23%
ULTRA SHRT DUR
DWDP
1.21%
COM
BNDX
1.2%
INTL BD IDX ETF
VCSH
1.15%
SHRT TRM CORP BD
VCIT
1.14%
INT-TERM CORP
ISRG
1.13%
COM NEW
JPM
1.1%
COM
PWC
1.04%
DYNMC MKT ETF
AABA
1.01%
COM
T
0.98%
COM
VZ
0.97%
COM
VHT
0.93%
HEALTH CAR ETF
COST
0.93%
COM
NFLX
0.9%
COM
V
0.87%
COM CL A
DWAQ
0.86%
DWA NASDAQ MNT
QLD
0.84%
PSHS ULTRA QQQ
XOM
0.82%
COM
XLI
0.81%
SBI INT-INDS
GOOGL
0.77%
CAP STK CL A
PWB
0.77%
DYNMC LRG GWTH
CSCO
0.76%
COM
CME
0.71%
COM
XLF
0.68%
SBI INT-FINL
SSO
0.67%
PSHS ULT S&P 500
VPU
0.64%
UTILITIES ETF
PRF
0.62%
FTSE RAFI 1000
GM
0.61%
COM
VCR
0.6%
CONSUM DIS ETF
WM
0.59%
COM
PUTW
0.58%
CBOE S&P 500
MA
0.55%
CL A
GOOG
0.55%
CAP STK CL C
LGLV
0.54%
RUSS1000LOWVOL
MPC
0.52%
COM
ABBV
0.52%
COM
BRK.A
0.5%
CL A
GSK
0.5%
SPONSORED ADR
AAXN
0.49%
COM
AXP
0.49%
COM
XLE
0.49%
SBI INT-ENERGY
MVV
0.48%
PSHS ULT MCAP400
XLG
0.48%
S&P 500 TOP 50
FTNT
0.48%
COM
SNY
0.48%
SPONSORED ADR
EOG
0.47%
COM
CSD
0.47%
S&P SPIN OFF
BRK.B
0.47%
CL B NEW
UWM
0.46%
PSHS ULTRUSS2000
COP
0.46%
COM
GS
0.46%
COM
PBE
0.45%
DYNMC BIOTECH
SPHQ
0.45%
S&P500 QUALITY
XLK
0.45%
TECHNOLOGY
PFM
0.44%
DIVID ACHIEVEV
MTN
0.44%
COM
AMLP
0.44%
ALERIAN MLP
MO
0.42%
COM
VLO
0.42%
COM
MMM
0.41%
COM
CMCSA
0.41%
CL A
MSG
0.4%
CL A
LYB
0.4%
SHS - A -
TSLA
0.39%
COM
SDIV
0.39%
GLB X SUPERDIV
XLU
0.38%
SBI INT-UTILS
BABA
0.38%
SPONSORED ADS
PID
0.37%
INTL DIVI ACHI
ORCL
0.37%
COM
GAM
0.36%
COM
BKNG
0.36%
COM
MRK
0.36%
COM
TWTR
0.35%
COM
EWJ
0.35%
MSCI JPN ETF NEW
EMLP
0.35%
NO AMER ENERGY
VRTX
0.34%
COM
XLY
0.34%
SBI CONS DISCR
TOT
0.32%
SPONSORED ADR
AEG
0.32%
NY REGISTRY SH
FVL
0.32%
COM SHS
PXSG
0.32%
RUSEL 2000 PUR
KRE
0.32%
S&P REGL BKG
TOTL
0.31%
SPDR TR TACTIC
TRV
0.31%
COM
DTN
0.31%
DIV EX-FINL FD
AMAT
0.31%
COM
ANTM
0.31%
COM
AFL
0.31%
COM
CRM
0.31%
COM
UNH
0.31%
COM
PFG
0.3%
COM
ARCC
0.3%
COM
SPYD
0.3%
SP500 HIGH DIV
AGN
0.29%
SHS
DIAX
0.29%
SHS
ETN
0.29%
SHS
XLV
0.28%
SBI HEALTHCARE
PJP
0.28%
DYNMC PHRMCTLS
USMV
0.28%
USA MIN VOL ETF
FOXA
0.28%
CL A
AEO
0.27%
COM
ALK
0.27%
COM
HRB
0.27%
COM
ANGL
0.27%
FALLEN ANGEL HG
DOL
0.27%
INTL LRGCAP DV
AIG
0.27%
COM NEW
RESN
0.26%
COM
CSGP
0.25%
COM
DELL
0.25%
CL C
EET
0.25%
MSCI EMRG ETF
XHB
0.25%
S&P HOMEBUILD
BAX
0.25%
COM
GAB
0.24%
COM
DON
0.24%
MIDCAP DIVI FD
EUMV
0.24%
EURO MIN VOL
BP
0.24%
SPONSORED ADR
BBH
0.23%
BIOTECH ETF
D
0.23%
COM
VIAB
0.23%
CL B
PRFZ
0.23%
FTSE RAFI 1500
RSP
0.23%
S&P500 EQL WGT
GGT
0.23%
COM
OSB
0.23%
COM NEW
LNG
0.22%
COM NEW
HEWJ
0.22%
HDG MSCI JAPAN
APC
0.22%
COM
BIIB
0.22%
COM
GRMN
0.22%
SHS
BX
0.21%
COM UNIT LTD
APTI
0.21%
CL A
NEE
0.21%
COM
DXJ
0.21%
JAPN HEDGE EQT
HQY
0.21%
COM
EZM
0.21%
MDCP EARN FUND
PWV
0.21%
DYNMC LRG VALU
NVS
0.21%
SPONSORED ADR
NOW
0.2%
COM
DATA
0.2%
CL A
FDX
0.2%
COM
PGF
0.2%
FINL PFD ETF
DTD
0.2%
TOTAL DIVID FD
ONEK
0.19%
RUSSELL 1000 ETF
GDV
0.19%
COM
REGN
0.18%
COM
WTR
0.18%
COM
PEY
0.18%
HIG YLD EQ DIV
SMH
0.18%
SEMICONDUCTOR ET
FXO
0.18%
FINLS ALPHADEX
HCA
0.18%
COM
CWB
0.18%
BRC CNV SECS ETF
BAC/WS/A
0.17%
*W EXP 01/16/201
SWKS
0.17%
COM
FALN
0.17%
FALN ANGLS USD
QRVO
0.17%
COM
XRT
0.17%
S&P RETAIL ETF
AVGO
0.17%
COM
MTUM
0.16%
MSCI USAMOMFCT
ABT
0.16%
COM
HPQ
0.16%
COM
ATVI
0.16%
COM
FTLS
0.16%
LNG/SHT EQUITY
MDY
0.16%
UTSER1 S&PDCRP
MTK
0.16%
MORGAN TECH ETF
NIE
0.16%
COM
MOO
0.15%
AGRIBUSINESS ETF
WPC
0.15%
COM
ADP
0.15%
COM
AMT
0.15%
COM
MET
0.14%
COM
EW
0.14%
COM
VFH
0.14%
FINANCIALS ETF
ACN
0.14%
SHS CLASS A
OUSA
0.14%
OSHARS FTSE US
HES
0.14%
COM
PZI
0.13%
ZACKS MICRO CP
GCV
0.13%
COM
EPS
0.13%
EARNING 500 FD
AZN
0.13%
SPONSORED ADR
PSA
0.13%
COM
PXMV
0.13%
RUSEL MDCP PUR
ALL
0.13%
COM
SMAR
0.13%
CL A
RDFN
0.12%
COM
MDT
0.12%
SHS
PXSV
0.12%
RUSEL 2000 VAL
CAPE
0.12%
BARC ETN+SHILL
SHAG
0.12%
BARCLAYS YIELD
CB
0.12%
COM
NTR
0.12%
COM
RDS/A
0.12%
SPONS ADR A
DISCA
0.12%
COM SER A
JCI
0.12%
SHS
HTD
0.11%
COM
CHW
0.11%
COM
AMD
0.11%
COM
CHTR
0.11%
CL A
CII
0.11%
COM
AA
0.11%
COM
XOVR
0.11%
SPDR BOFA CRSS
CVY
0.11%
ZACKS MULT AST
SDY
0.11%
S&P DIVID ETF
BBT
0.1%
COM
PEO
0.1%
COM
ULTA
0.1%
COM
EXPE
0.1%
COM NEW
MCK
0.1%
COM
EVF
0.1%
SH BEN INT
MGU
0.1%
COM
WBC
0.1%
COM
VAW
0.1%
MATERIALS ETF
LAG
0.1%
BRCLYS AGG ETF
BBX
0.1%
CL A
M
0.1%
COM
XAR
0.09%
AEROSPACE DEF
APD
0.09%
COM
SLYG
0.09%
S&P 600 SMCP GRW
TGT
0.09%
COM
VGT
0.09%
INF TECH ETF
OIH
0.09%
OIL SVCS ETF
MINI
0.09%
COM
FTV
0.09%
COM
VIS
0.09%
INDUSTRIAL ETF
WRK
0.09%
COM
ARNC
0.09%
COM
KBE
0.09%
S&P BK ETF
BCV
0.09%
COM
FUND
0.08%
COM
KMI
0.08%
COM
VALE
0.08%
ADR
DOO
0.08%
INTL DIV EX FINL
ETE
0.08%
COM UT LTD PTN
PIE
0.07%
DWA EMERG MKTS
BDJ
0.07%
COM
JQC
0.06%
COM SHS
BGB
0.06%
COM SHS BEN IN
ETG
0.06%
COM
NFJ
0.05%
COM
EVG
0.05%
COM
NAVI
0.05%
COM
GENC
0.05%
COM
RFI
0.05%
COM
ETY
0.05%
COM
SMFG
0.05%
SPONSORED ADR
MLPX
0.04%
GLB X MLP ENRG I
GWGH
0.04%
COM
GLO
0.04%
SH BEN INT
IAF
0.03%
COM
BKT
0.03%
COM
SIRI
0.03%
COM
GSB
0.02%
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
MCN
< 0.01%
CALL
VOO
3.83%
SHS
MSFT
2.99%
COM
VTI
1.77%
TOTAL STK MKT
SHV
1.76%
SHRT TRS BD ETF
SBUX
1.72%
COM
IVV
1.41%
CORE S&P500 ETF
TXN
1.17%
COM
SCHG
1.03%
US LCAP GR ETF
VPL
0.94%
MEGA CAP GRO ETF
PFE
0.9%
COM
JNJ
0.86%
COM
CSX
0.84%
COM
DIS
0.75%
COM DISNEY
BIBL
0.71%
INSPIRE 100ETF
VOT
0.7%
MCAP GR IDXVIP
C
0.69%
COM NEW
ISMD
0.69%
INSPIRE SMAL ETF
KO
0.67%
COM
URI
0.67%
COM
TIP
0.67%
TIPS BD ETF
QCOM
0.6%
COM
HIG
0.59%
COM
VGK
0.59%
FTSE EUROPE ETF
DVY
0.58%
SELECT DIVID ETF
BSV
0.54%
SHORT TRM BOND
VEU
0.53%
ALLWRLD EX US
IBM
0.52%
COM
PG
0.51%
COM
INTC
0.51%
COM
MAR
0.5%
CL A
CVX
0.49%
COM
NKE
0.47%
CL B
DVMT
0.47%
COM CL V
NWBI
0.46%
COM
TSI
0.44%
COM
VIG
0.44%
DIV APP ETF
FMDG
0.44%
FIELDSTONE MERLN
LLY
0.43%
COM
UPS
0.43%
CL B
GWR
0.41%
CL A
LUV
0.41%
COM
GE
0.41%
COM
EEM
0.39%
MSCI EMG MKT ETF
VTV
0.39%
VALUE ETF
BMY
0.39%
COM
IEV
0.38%
EUROPE ETF
PRU
0.37%
COM
F
0.36%
COM PAR $0.01
SLB
0.35%
COM
FSIC
0.33%
COM
GILD
0.33%
COM
CET
0.32%
COM
VYMI
0.31%
INTL HIGH ETF
ECF
0.3%
COM
SCZ
0.29%
EAFE SML CP ETF
SONA
0.28%
COM
XLNX
0.28%
COM
WY
0.25%
COM
EEMV
0.25%
EM MK MINVOL ETF
MS
0.24%
COM NEW
VWO
0.24%
FTSE EMR MKT ETF
DAL
0.24%
COM NEW
BKF
0.23%
MSCI BRIC INDX
EBAY
0.22%
COM
USB
0.22%
COM NEW
DDEZ
0.22%
DYNAMIC CRN EQ
WFC
0.21%
COM
MDLZ
0.21%
CL A
CBS
0.19%
CL B
TRCO
0.19%
CL A
SO
0.19%
COM
IP
0.19%
COM
LEN
0.19%
CL A
KEY
0.18%
COM
APA
0.18%
COM
RIO
0.18%
SPONSORED ADR
USA
0.18%
SH BEN INT
GLW
0.17%
COM
RWO
0.17%
DJ GLB RL ES ETF
EPD
0.15%
COM
BWX
0.15%
BRCLYS INTL ETF
RDN
0.14%
COM
PFF
0.14%
U.S. PFD STK ETF
BTO
0.14%
SH BEN INT NEW
LMNR
0.14%
COM
CSQ
0.13%
COM SH BEN INT
RMT
0.13%
COM
PHM
0.1%
COM
MGM
0.09%
COM
JBLU
0.09%
COM
FFA
0.07%
COM
IAU
0.07%
ISHARES