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
Arista Networks
ANET
$168B
| – | – |
-1,383
|
|
||
77
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.52B
| – | – |
-104,305
|
|
||
78
Coinbase
COIN
$46.4B
| – | – |
-647
|
|
||
|
79
iShares Bitcoin Trust
IBIT
$49.8B
| – | – |
-4,941
|
|
||
80
Mastercard
MA
$461B
| – | – |
-458
|
|
||
81
Merck
MRK
$306B
| – | – |
-3,388
|
|
||
82
iShares National Muni Bond ETF
MUB
$43.1B
| – | – |
-5,144
|
|