Institute for Wealth Management, LLC. Buys iShares S&P 500 Value, Vanguard FTSE Pacific, Vanguard Industrials, Sells Vanguard Total Stock Market, iShares S&P 500 Growth, Vanguard FTSEEuropean

• New Purchases: IVE, VPL, VIS, FISV, NEAR, AEP, PKI, PWV, XLV, SUSB, TFC, MRVL, IWN, MOO, IEF, SMAR, NCLH, KSS, TIF, FDN, UHAL, APH, ENB, SLG, ZTS, FIS, MNST, NVO, TSN, FTV, ROKU, DOO, EXT, IJH, IYR, SCHD, VOE, VYM, XSLV, DES, DLN, DWM, EES, FXL, GUNR, SPSM, VB, VBK, VBR, DGRW, HEDJ, HYG, IDU, ITA, IWB, IWR, IYG, IYY, PPH, PSI, SCHX, SPYV, VCIT, VKTX, AMJ, BSV, CQQQ, DEW, DGRO, DRW, DTH, EMB, EMM, FNDF, IGV, IHF, IJR, ITB, IWF, PSK, SPSB, SPYG, VEU, VNM, VSS, DISCK, AXJL, BAB, BOND, DEM, DFE, DSI, EFV, EPP, EUFN, EWA, EWY, EWZ, EZU, FM, ICF, IDV, ITOT, IUSV, IWD, IWP, IXN, IXP, IYH, LQD, PFF, PKW, PSJ, RWR, RYT, SCHB, SCHE, SCHF, SDOG, SHY, SPIB, STIP, VV, XOP, XPH, DCAR, LEN.B, BACPL.PFD, ACWV, AOA, AOR, BIL, BLV, IGIB, CMBS, DDM, DFJ, DGS, DIM, DNL, ENZL, EPI, EPOL, EWD, EWG, EWH, EWI, EWL, EWM, EWN, EWP, EWQ, EWS, EWU, EZA, FGD, FNDX, FXU, GDX, GDXJ, HYLS, HYS, IAK, IEFA, IEI, IEMG, IEO, IEUR, IJS, INDA, IOO, ISTB, IUSG, IWC, IWS, IXUS, IYE, IYJ, IYM, JKF, JKG, JKL, JNK, MBB, MDYG, OEF, PBW, PCY, PGX, PHB, PHO, PZA, RPG, RSX, SCHA, SCHM, SCHZ, SCZ, SLYV, SOXX, SPHD, SPLV, SPTM, TBF, TLT, USIG, VDE, VMBS, VO, VWOB, XBI, XME,
• Added Positions: VHT, VIAC, VOT, BMY, UTX, XLI, DELL, IWM, FDX, ABBV, IHI, BA, TWTR, RDS.B, LGLV, GE, IT, NVDA, NVS, PFE, LUV, ILMN, MTN, MA, CHTR, VGSH, VZ, WM, ANTM, SHW, H, UNP, ABT, APD, CMCSA, DE, GDV, LULU, KO, C, PDI, CSX, BRK.B, MTCH, AGG, DON, ELR, FXO, GLD, AMGN, AMT, SLYG, SPAB, USRT, VAW, MO, ATVI, GOOGL, GS, COP, SLB, PRU, MMM, TMO, AMAT, GD, GPC, PGF, RDS.A, D, GILD, LAMR, XAR, MDLZ, CHI, DLTR, CAPE, DISCA, ADP, WMT, BABA, WCN, DB, WFC, DG, CLM, WELL, CRF, USA,
• Reduced Positions: VTI, IVW, VGK, VEA, MSFT, VUG, SDIV, DD, AMLP, GSY, SHV, SPY, VOO, CWB, XLE, AMD, DOW, OXY, TIP, VCSH, VWO, CTVA, EFG, USMV, BAC, EOG, F, QCOM, XLU, ADBE, BP, BBY, NFLX, REGN, SBUX, AGN, XLNX, APTV, PANW, TTD, BIV, BND, IVV, OIH, XRT, T, AEG, BIIB, CVS, CVX, CME, CSCO, GLW, EMR, XOM, GRMN, GSK, HON, IBM, INTC, NKE, JWN, OMC, NTR, PFG, PG, RIO, RCI, SNY, STX, SO, TM, UNH, WY, WSM, ET, RMT, PEO, TSI, JQC, OSB, TSLA, LYB, GOOG, HQY, MSG, SQ, ANGL, BNDX, EEMV, EFA, EMLP, EWW, HEWJ, INDY, IYW, KRE, MINT, PBE, VFH, VIG, VNQ, VPU, XLB, XLC, XLF, XLK, XLP, XLRE, XLY, AIG, CAT, CMI, ECL, EA, LLY, IP, LVS, MGM, MAS, MDT, PNC, RTN, WRK, SWKS, WDC, WYNN, YUM, PAC, RFI, NCV, ETY, NAVI, DVY, DXJ, EZM, IAU, IYF, QQEW, SDY, VDC, VTV, XHB,
• Sold Out: GWR, AABA, VIAB, CELG, STI, EXPE, NUE, JCI, KMI, BGB, NOK, BKT, RBS, WR4E,

For the details of Institute for Wealth Management, LLC.'s stock buys and sells, go to https://www.gurufocus.com/guru/institute+for+wealth+management%2C+llc./current-portfolio/portfolio

1. Apple Inc (AAPL) - 34,969 shares, 2.52% of the total portfolio. Shares reduced by 0.8%
2. Microsoft Corp (MSFT) - 58,352 shares, 2.26% of the total portfolio. Shares reduced by 6.7%
3. Adobe Inc (ADBE) - 23,593 shares, 1.91% of the total portfolio. Shares reduced by 1.35%
4. Starbucks Corp (SBUX) - 83,819 shares, 1.81% of the total portfolio. Shares reduced by 1.14%
5. Amazon.com Inc (AMZN) - 3,648 shares, 1.65% of the total portfolio. Shares reduced by 0.16%

Institute for Wealth Management, LLC. initiated holding in iShares S&P 500 Value. The purchase prices were between $114.75 and $130.26, with an estimated average price of $123.95. The stock is now traded at around $119.37. The impact to a portfolio due to this purchase was 0.51%. The holding were 16,054 shares as of .

Institute for Wealth Management, LLC. initiated holding in Vanguard FTSE Pacific. The purchase prices were between $64.79 and $70.95, with an estimated average price of $68.65. The stock is now traded at around $63.09. The impact to a portfolio due to this purchase was 0.44%. The holding were 25,701 shares as of .

Institute for Wealth Management, LLC. initiated holding in Vanguard Industrials. The purchase prices were between $139.34 and $155.5, with an estimated average price of $150.66. The stock is now traded at around $143.61. The impact to a portfolio due to this purchase was 0.21%. The holding were 5,462 shares as of .

Institute for Wealth Management, LLC. initiated holding in iShares Short Maturity Bond. The purchase prices were between $50.21 and $50.36, with an estimated average price of $50.29. The stock is now traded at around $50.41. The impact to a portfolio due to this purchase was 0.18%. The holding were 14,979 shares as of .

Institute for Wealth Management, LLC. initiated holding in Fiserv Inc. The purchase prices were between $100.79 and $117.08, with an estimated average price of $110.71. The stock is now traded at around $109.90. The impact to a portfolio due to this purchase was 0.18%. The holding were 6,340 shares as of .

Institute for Wealth Management, LLC. initiated holding in American Electric Power Co Inc. The purchase prices were between $88.5 and $95.72, with an estimated average price of $92.37. The stock is now traded at around $96.43. The impact to a portfolio due to this purchase was 0.16%. The holding were 6,888 shares as of .

Institute for Wealth Management, LLC. added to a holding in Vanguard Health Care by 84.94%. The purchase prices were between $163.53 and $193.07, with an estimated average price of $179.92. The stock is now traded at around $181.97. The impact to a portfolio due to this purchase was 0.18%. The holding were 8,326 shares as of .

Institute for Wealth Management, LLC. added to a holding in ViacomCBS Inc by 65.24%. The purchase prices were between $35.58 and $42.66, with an estimated average price of $38.79. The stock is now traded at around $23.93. The impact to a portfolio due to this purchase was 0.13%. The holding were 32,616 shares as of .

Institute for Wealth Management, LLC. added to a holding in Bristol-Myers Squibb Company by 52.81%. The purchase prices were between $49.21 and $64.19, with an estimated average price of $57.47. The stock is now traded at around $61.11. The impact to a portfolio due to this purchase was 0.11%. The holding were 19,538 shares as of .

Institute for Wealth Management, LLC. added to a holding in United Technologies Corp by 38.37%. The purchase prices were between $130.47 and $150.71, with an estimated average price of $144.46. The stock is now traded at around $135.96. The impact to a portfolio due to this purchase was 0.1%. The holding were 10,147 shares as of .

Institute for Wealth Management, LLC. added to a holding in Dell Technologies Inc by 53.28%. The purchase prices were between $47.12 and $56.21, with an estimated average price of $51.29. The stock is now traded at around $44.54. The impact to a portfolio due to this purchase was 0.08%. The holding were 17,774 shares as of .

Institute for Wealth Management, LLC. added to a holding in iShares Russell 2000 by 54.49%. The purchase prices were between $145.92 and $166.68, with an estimated average price of $157.72. The stock is now traded at around $152.00. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,613 shares as of .

Institute for Wealth Management, LLC. sold out a holding in Genesee & Wyoming Inc. The sale prices were between $110.16 and $111.94, with an estimated average price of $111.13.

Institute for Wealth Management, LLC. sold out a holding in Altaba Inc. The sale prices were between $19.63 and $19.63, with an estimated average price of $19.63.

Institute for Wealth Management, LLC. sold out a holding in Viacom Inc. The sale prices were between $21.23 and $24.22, with an estimated average price of $22.76.

Institute for Wealth Management, LLC. sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Institute for Wealth Management, LLC. sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.

Institute for Wealth Management, LLC. sold out a holding in Expedia Group Inc. The sale prices were between $94.31 and $138.48, with an estimated average price of $116.71.

Institute for Wealth Management, LLC. reduced to a holding in Vanguard Total Stock Market by 74.35%. The sale prices were between $146.61 and $164.29, with an estimated average price of $156.97. The stock is now traded at around $155.34. The impact to a portfolio due to this sale was -1.27%. Institute for Wealth Management, LLC. still held 10,715 shares as of .

Institute for Wealth Management, LLC. reduced to a holding in iShares S&P 500 Growth by 89.51%. The sale prices were between $173.78 and $194.49, with an estimated average price of $184.58. The stock is now traded at around $189.28. The impact to a portfolio due to this sale was -0.56%. Institute for Wealth Management, LLC. still held 1,362 shares as of .

Institute for Wealth Management, LLC. reduced to a holding in Vanguard FTSEEuropean by 62.19%. The sale prices were between $51.7 and $58.65, with an estimated average price of $55.99. The stock is now traded at around $53.69. The impact to a portfolio due to this sale was -0.46%. Institute for Wealth Management, LLC. still held 19,252 shares as of .

Institute for Wealth Management, LLC. reduced to a holding in Vanguard FTSE Developed Markets by 41.14%. The sale prices were between $39.9 and $44.4, with an estimated average price of $42.7. The stock is now traded at around $40.33. The impact to a portfolio due to this sale was -0.29%. Institute for Wealth Management, LLC. still held 36,981 shares as of .

Institute for Wealth Management, LLC. reduced to a holding in Vanguard Growth by 37.66%. The sale prices were between $161.84 and $183.14, with an estimated average price of $173.6. The stock is now traded at around $180.55. The impact to a portfolio due to this sale was -0.16%. Institute for Wealth Management, LLC. still held 5,836 shares as of .

Institute for Wealth Management, LLC. reduced to a holding in Global X SuperDividend by 55.54%. The sale prices were between $16.38 and $17.83, with an estimated average price of $17.18. The stock is now traded at around $15.68. The impact to a portfolio due to this sale was -0.12%. Institute for Wealth Management, LLC. still held 19,921 shares as of .