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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 68 of 89  ·  1,769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 CARNIVAL CORP LTD 313.0 $9K 0.00% NEW $28.57
1342 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 88.0 $9K 0.00% NEW $101.38 +13.5%
1343 FLS FLOWSERVE CORP Industrials 120.0 $9K 0.00% NEW $74.17 +6.2%
1344 POWA INVESCO EXCH TRD SLF IDX FD 100.0 $9K 0.00% NEW $88.84 +3.8%
1345 VTR VENTAS INC Real Estate 100.0 $9K 0.00% NEW $88.80 +2.7%
1346 MP MP MATERIALS CORP Basic Materials 158.0 $9K 0.00% NEW $56.01 +1.2%
1347 BANK OF AMER CORP 7.0 $9K 0.00% NEW $1254.57
1348 VNT VONTIER CORPORATION Technology 300.0 $9K 0.00% NEW $29.00 +10.5%
1349 IIPR INNOVATIVE INDL PPTYS INC Real Estate 139.0 $9K 0.00% NEW $61.91 -11.0%
1350 SEA ETF SER SOLUTIONS 525.0 $9K 0.00% NEW $16.30 +20.5%
1351 BOE BLACKROCK ENHANCED GLOBAL Financial Services 705.0 $9K 0.00% NEW $12.09 +2.6%
1352 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 224.0 $9K 0.00% NEW $37.98 -0.5%
1353 HEAL GLOBAL X FDS 308.0 $8K 0.00% NEW $27.59 +5.3%
1354 SNPS SYNOPSYS INC Technology 19.0 $8K 0.00% NEW $446.11 -9.3%
1355 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 4.0 $8K 0.00% NEW $2081.00 +6.1%
1356 SLVM SYLVAMO CORP Basic Materials 220.0 $8K 0.00% NEW $37.80 -2.3%
1357 PAYX PAYCHEX INC Industrials 84.0 $8K 0.00% NEW $98.33 +22.0%
1358 EFC ELLINGTON FINANCIAL INC Real Estate 600.0 $8K 0.00% NEW $13.61 +0.0%
1359 NLR VANECK ETF TRUST 70.0 $8K 0.00% NEW $115.99 -1.3%
1360 PTH INVESCO EXCHANGE TRADED FD T 135.0 $8K 0.00% NEW $59.76 +1.7%
Page 68 of 89  ·  1,769 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%