IWP

Icon Wealth Partners Portfolio holdings

AUM $880M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$799M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$12.3M
3 +$11.2M
4
AAPL icon
Apple
AAPL
+$4.85M
5
MSFT icon
Microsoft
MSFT
+$4.58M

Sector Composition

1 Technology 21.59%
2 Financials 7.53%
3 Healthcare 7.06%
4 Energy 5.71%
5 Communication Services 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$282K 0.04%
12,089
-117
277
$281K 0.04%
3,320
-45
278
$279K 0.03%
6,412
-1,386
279
$278K 0.03%
+10,210
280
$278K 0.03%
3,058
+281
281
$275K 0.03%
2,786
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282
$271K 0.03%
2,506
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283
$268K 0.03%
+4,713
284
$264K 0.03%
5,838
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285
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286
$261K 0.03%
+7,662
287
$257K 0.03%
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288
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289
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5,671
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291
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293
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294
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295
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6,421
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296
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297
$245K 0.03%
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298
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299
$243K 0.03%
+4,104
300
$242K 0.03%
3,362