IW
Instrumental Wealth Portfolio holdings
AUM
$143M
1-Year Est. Return
12.33%
1 Year Est. Return
+12.33%
AUM
$126M
AUM Growth
+$15.4M
(+14%)
Holding
62
Top Buys
| 1 | +$1.11M | |
| 2 | +$608K | |
| 3 | +$450K | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$416K |
| 5 |
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
|
+$285K |
Top Sells
| 1 | +$511K | |
| 2 | +$219K | |
| 3 | +$207K | |
| 4 |
Amazon
AMZN
|
+$113K |
| 5 |
Meta Platforms (Facebook)
META
|
+$56.1K |
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 | |
|---|---|---|---|---|---|---|
51
Walmart
WMT
$818B
| $230K | 0.18% |
2,409
+91
|
|
||
52
Oracle
ORCL
$682B
| $228K | 0.18% |
+969
|
|
||
53
VanEck Semiconductor ETF
SMH
$35.4B
| $226K | 0.18% |
+778
|
|
||
54
Coinbase
COIN
$83.4B
| $225K | 0.18% |
+581
|
|
||
55
Home Depot
HD
$369B
| $218K | 0.17% |
608
+48
|
|
||
56
Fidelity MSCI Energy Index ETF
FENY
$1.43B
| $209K | 0.17% |
+8,700
|
|
||
57
PIMCO Corporate & Income Opportunity Fund
PTY
$2.61B
| $167K | 0.13% |
12,104
+268
|
|
||
58
Wheels Up
UP
$1.02B
| $165K | 0.13% |
120,242
|
|
||
59
Riot Platforms
RIOT
$6.32B
| $129K | 0.1% |
10,672
-3
|
|
||
60
YieldMax TSLA Option Income Strategy ETF
TSLY
$1.11B
| – | – |
-61,391
|
|
||
61
Vanguard Real Estate ETF
VNQ
$33.8B
| – | – |
-2,514
|
|
||
62
Wells Fargo
WFC
$270B
| – | – |
-2,963
|
|