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
$268M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
921
New
Increased
Reduced
Closed

Top Buys

1 +$7.92M
2 +$3.82M
3 +$3.18M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.44M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.2M

Sector Composition

1 Technology 22.16%
2 Energy 15.52%
3 Financials 3.22%
4 Healthcare 3.2%
5 Consumer Staples 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$3K ﹤0.01%
+46
802
$3K ﹤0.01%
+57
803
$3K ﹤0.01%
+85
804
$3K ﹤0.01%
+165
805
$3K ﹤0.01%
+40
806
$3K ﹤0.01%
+34
807
$3K ﹤0.01%
+37
808
$3K ﹤0.01%
+20
809
$3K ﹤0.01%
+58
810
$3K ﹤0.01%
+49
811
$3K ﹤0.01%
+127
812
$3K ﹤0.01%
+42
813
$3K ﹤0.01%
+300
814
$3K ﹤0.01%
+37
815
$3K ﹤0.01%
+275
816
$3K ﹤0.01%
+14
817
$3K ﹤0.01%
+21
818
$3K ﹤0.01%
+74
819
$3K ﹤0.01%
+235
820
$3K ﹤0.01%
+22
821
$3K ﹤0.01%
+29
822
$3K ﹤0.01%
+354
823
$3K ﹤0.01%
+60
824
$2K ﹤0.01%
+68
825
$2K ﹤0.01%
+78