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
$518M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1 +$5.21M
2 +$4.66M
3 +$3.8M
4
APD icon
Air Products & Chemicals
APD
+$3.46M
5
SBUX icon
Starbucks
SBUX
+$3.32M

Top Sells

1 +$1.72M
2 +$1.65M
3 +$1.51M
4
LRCX icon
Lam Research
LRCX
+$1.51M
5
UPS icon
United Parcel Service
UPS
+$1.51M

Sector Composition

1 Technology 22.37%
2 Healthcare 7.14%
3 Financials 5.7%
4 Energy 4.84%
5 Consumer Discretionary 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-1,341
327
-14,649
328
-419
329
-8,004