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
$997M
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.29%
2 Healthcare 6.8%
3 Financials 6.31%
4 Energy 6.07%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
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-815
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-40,000
347
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-2,301
350
-12,793