IW

Instrumental Wealth Portfolio holdings

AUM $143M
1-Year Est. Return 12.33%
This Quarter Est. Return
1 Year Est. Return
+12.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$10.3M
3 +$8.96M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.25M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$8.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.63%
2 Energy 0.94%
3 Healthcare 0.5%
4 Consumer Discretionary 0.48%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$115K 0.15%
+10,672
27
$94.5K 0.12%
+27,791