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INSTITUTE FOR WEALTH MANAGEMENT, LLC.

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DENVER CO Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Institute FOR Wealth Management is based out of Denver. Institute FOR Wealth Management is a hedge fund with 817 clients and discretionary assets under management (AUM) of $723,451,844 (Form ADV from 2023-10-11). Their last reported 13F filing for Q4 2023 included $616,385,583 in managed 13F securities and a top 10 holdings concentration of 24.58%. Institute FOR Wealth Management's largest holding is NVIDIA Corp. with shares held of 83,380. Whalewisdom has at least 46 13F filings

2023-12-31

Top Buys (13F)

Name % Change
IWN iShares Russell 2000 (CALL) 0.2%
BA Boeing Company 0.18%
AMZN Amazon.com Inc. 0.16%
SQ Block Inc. 0.12%
JOE St. Joe Corp 0.12%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
NVDA NVIDIA Corp. 6.7%
AAPL Apple Inc 3.83%
MSFT Microsoft Corp. 2.77%
QQQ Invesco QQQ Trust, S 2.21%
AMZN Amazon.com Inc. 2.19%

2023-12-31

13F Activity

Market Value $0.62b, Prior: $0.55b
New Purchases 43 stocks
Added To 98 stocks
Sold out of 13 stocks
Reduced holdings in 257 stocks
Top 10 Holdings % 24.58%
Turnover %[1] 11.55%
Turnover Alt %[2] 3.51%
Time Held Top 20 11.8 quarters
Time Held Top 10 14.7 quarters
Time Held All 15.82 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance