IWP
Icon Wealth Partners Portfolio holdings
AUM
$880M
1 Year Est. Return
–
AUM
$880M
AUM Growth
-$65M
(-6.9%)
Holding
427
Top Buys
| 1 | +$27.2M | |
| 2 | +$10.6M | |
| 3 | +$7.35M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$7.01M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$5.8M |
Top Sells
| 1 | +$9.02M | |
| 2 | +$6.84M | |
| 3 | +$6.47M | |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$5.05M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$5.02M |
Sector Composition
| 1 | Technology | 16.58% |
| 2 | Energy | 9.34% |
| 3 | Healthcare | 5.07% |
| 4 | Financials | 4.47% |
| 5 | Consumer Discretionary | 3.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
SPDR Gold Trust
GLD
$135B
| – | – |
-588
|
|
||
|
B
427
Barrick Mining
B
$56.9B
| – | – |
-7,144
|
|