IW
Instrumental Wealth Portfolio holdings
AUM
$167M
1-Year Est. Return
14.78%
This Fund
S&P 500
1 Year Est. Return
+14.78%
AUM
$167M
AUM Growth
+$24.2M
(+17%)
Holding
82
Top Buys
| 1 | +$10.5M | |
| 2 | +$4.81M | |
| 3 | +$4.58M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.3M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.87M |
Top Sells
| 1 | +$6.97M | |
| 2 | +$4.51M | |
| 3 | +$552K | |
| 4 |
SNV
Synovus
SNV
|
+$381K |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$298K |
Sector Composition
| 1 | Technology | 4.66% |
| 2 | Financials | 2.32% |
| 3 | Communication Services | 2.02% |
| 4 | Consumer Discretionary | 1.76% |
| 5 | Healthcare | 1.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
iShares Bitcoin Trust
IBIT
$60.9B
| – | – |
-4,941
|
|
||
77
Mastercard
MA
$465B
| – | – |
-458
|
|
||
78
Merck
MRK
$294B
| – | – |
-3,388
|
|
||
79
iShares National Muni Bond ETF
MUB
$43.7B
| – | – |
-5,144
|
|
||
80
Oracle
ORCL
$503B
| – | – |
-1,116
|
|
||
|
SNV
81
DELISTED
Synovus
SNV
| – | – |
-8,619
|
|
||
|
FETH
82
Fidelity Ethereum Fund
FETH
$1.02B
| – | – |
-8,109
|
|