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Portfolio (Quarterly) Guide ↗

Institute for Wealth Management, LLC.

· CIK 0001533954
13F Portfolio $1.1B AUM 1,770 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1239 New 87 Added 269 Reduced 12 Exited
Page 57 of 62  ·  1,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 20.0 $1K NEW $53.30 +10.8%
1122 NIC NICOLET BANKSHARES INC Financial Services 6.0 $1K NEW $175.83 +1.2%
1123 PAVE GLOBAL X FDS 18.0 $1K NEW $58.44 +0.5%
1124 FMC FMC CORP Basic Materials 90.0 $1K NEW $11.50 -11.5%
1125 PLXS PLEXUS CORP Technology 3.0 $1K NEW $343.33 -20.1%
1126 CELH CELSIUS HLDGS INC Consumer Defensive 35.0 $1K NEW $29.29 +2.3%
1127 POWR ISHARES INC 37.0 $1K NEW $27.65 -1.9%
1128 FXB INVESCO CURRENCYSHARES BRIT Financial Services 8.0 $1K NEW $127.75 +1.9%
1129 CCJ CAMECO CORP Energy 10.0 $1K NEW $101.90 -3.3%
1130 BWB BRIDGEWATER BANCSHARES INC Financial Services 48.0 $1K NEW $21.19 +5.4%
1131 FG F&G ANNUITIES & LIFE INC Financial Services 38.0 $1K NEW $26.61 -0.4%
1132 SANM SANMINA CORP Technology 4.0 $1K NEW $250.50 -13.4%
1133 CVE CENOVUS ENERGY INC Energy 40.0 $993.0 NEW $24.82 +29.4%
1134 THO THOR INDS INC Consumer Cyclical 13.0 $978.0 NEW $75.23 +3.2%
1135 LNN LINDSAY CORP Industrials 8.0 $939.0 NEW $117.38 -2.8%
1136 VIRTUS CONVERTIBLE & INC FD 59.0 $939.0 NEW $15.92
1137 EMF TEMPLETON EMERGING MKTS FD Financial Services 40.0 $929.0 NEW $23.23 -3.0%
1138 MG MISTRAS GROUP INC Industrials 53.0 $927.0 NEW $17.49 +3.7%
1139 HP HELMERICH & PAYNE INC Energy 28.0 $922.0 NEW $32.93 +35.8%
1140 MSEX MIDDLESEX WTR CO Utilities 16.0 $917.0 NEW $57.31 +1.2%
Page 57 of 62  ·  1,239 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.9%
Financial Services 13.8%
Consumer Cyclical 10.0%
Industrials 9.5%
Communication Services 7.1%
Healthcare 6.0%
Consumer Defensive 2.4%
Energy 2.3%
Utilities 0.9%
Real Estate 0.7%