IWP
Icon Wealth Partners Portfolio holdings
AUM
$880M
This Quarter Return
+4.66%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$202M
AUM Growth
–
Cap. Flow
+$202M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.9%
Holding
882
New
877
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Accenture
ACN
|
+$16.4M |
| 2 |
Enterprise Products Partners
EPD
|
+$8.88M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$5.12M |
| 4 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
+$5.03M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$4.46M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 19.95% |
| 2 | Technology | 15.59% |
| 3 | Financials | 6.04% |
| 4 | Healthcare | 4.87% |
| 5 | Consumer Staples | 3.83% |
