IW

Instrumental Wealth Portfolio holdings

AUM $167M
1-Year Est. Return 14.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.2M
AUM Growth
+$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$910K
2
+$872K
3
+$396K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$326K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$223K

Top Sells

1
+$2.64M
2
+$22.9K
3
+$17.6K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.7K
5
XOM icon
Exxon Mobil
XOM
+$6.87K

Sector Composition

1 Technology 2.08%
2 Consumer Discretionary 0.84%
3 Energy 0.82%
4 Communication Services 0.65%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$243K 0.29%
+1,856
27
$240K 0.29%
+775
28
$236K 0.28%
+869
29
$232K 0.28%
3,277
+13
30
$227K 0.27%
5,431
-365
31
$209K 0.25%
+6,755
32
$188K 0.23%
10,672
33
$114K 0.14%
27,791
34
– –
-64,544
1
2