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
$240M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Sector Composition

1 Technology 24.37%
2 Energy 16.91%
3 Healthcare 3.84%
4 Financials 2.71%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
-446
802
-836
803
-307
804
-65
805
-705
806
-481
807
-1,125
808
-923
809
-449
810
-490
811
-68
812
-254
813
-629
814
-90
815
-97
816
-503
817
-153
818
-143
819
-139
820
-220
821
-1,017
822
-171
823
-645
824
-913
825
-1,883