Instuitional Investor - Institute For Wealth Management, Llc.

Fund Profile
Filing Period:
Fund Name: Institute For Wealth Management, Llc.
Portfolio Value $616,385,583
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1. NVDA 83,380 $41,291,541 6.69%
2. AAPL 122,660 $23,615,646 3.83%
3. MSFT 45,429 $17,083,185 2.77%
4.
Invesco Qqq Tr
33,261 $13,620,908 2.2%
5. AMZN 88,888 $13,505,616 2.19%