IWA

Icon Wealth Advisors Portfolio holdings

AUM $1.4B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
+14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$4.15M
3
+$3.28M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.89M
5
LLY icon
Eli Lilly
LLY
+$1.88M

Top Sells

1
+$8.45M
2
+$3.52M
3
+$2.87M
4
EPD icon
Enterprise Products Partners
EPD
+$2.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.32M

Sector Composition

1 Technology 18.97%
2 Energy 8.34%
3 Financials 6.87%
4 Healthcare 5.08%
5 Consumer Discretionary 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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