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
$106M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$6.3M
2 +$3.02M
3 +$2.01M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$330K
5
MTH icon
Meritage Homes
MTH
+$206K

Sector Composition

1 Technology 4.35%
2 Communication Services 2.02%
3 Financials 1.76%
4 Consumer Discretionary 1.7%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$112K 0.11%
10,672
52
-2,094