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
$126M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$596K
3
+$393K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$370K
5
SLDE
Slide Insurance Holdings
SLDE
+$317K

Top Sells

1
+$511K
2
+$219K
3
+$207K
4
AMZN icon
Amazon
AMZN
+$98.5K
5
META icon
Meta Platforms (Facebook)
META
+$48.8K

Sector Composition

1 Technology 4.76%
2 Financials 2.35%
3 Communication Services 1.82%
4 Consumer Discretionary 1.64%
5 Healthcare 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$544K 0.43%
4,821
+180
27
$536K 0.43%
39,675
+3,911
28
$531K 0.42%
5,122
+12
29
$501K 0.4%
1,782
+118
30
$463K 0.37%
2,542
-14
31
$450K 0.36%
+8,558
32
$447K 0.36%
4,395
+125
33
$440K 0.35%
1,417
+49
34
$403K 0.32%
1,406
+63
35
$401K 0.32%
645
-6
36
$393K 0.31%
1,574
+56
37
$381K 0.3%
16,189
+386
38
$370K 0.29%
788
-1
39
$355K 0.28%
5,122
+282
40
$353K 0.28%
25,251
+1,411
41
$345K 0.27%
10,160
-496
42
$332K 0.26%
2,200
-164
43
$318K 0.25%
2,520
+40
44
$284K 0.23%
817
+11
45
$282K 0.22%
9,112
+117
46
$272K 0.22%
+14,705
47
$267K 0.21%
346
+25
48
$261K 0.21%
3,206
+141
49
$235K 0.19%
427
+1
50
$234K 0.19%
4,686
-215
1
2
3