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Home > Institutional Investor > Institute For Wealth Management, Llc. > Profile

Instuitional Investor - Institute For Wealth Management, Llc.

Fund Profile
Filing Period:
Fund Name: Institute For Wealth Management, Llc.
Portfolio Value $616,385,583
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 833,800 $41,291,541 6.69%
2.
Apple Inc.
 AAPL 122,660 $23,615,646 3.83%
3.
Microsoft Corp
 MSFT 45,429 $17,083,185 2.77%
4.
Invesco Qqq Tr
 33,261 $13,620,908 2.2%
5.
Amazon Com Inc
 AMZN 88,888 $13,505,616 2.19%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)