IWP
Icon Wealth Partners Portfolio holdings
AUM
$880M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$202M
AUM Growth
–
Holding
882
Top Buys
| 1 | +$15.5M | |
| 2 | +$8.48M | |
| 3 | +$5.03M | |
| 4 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
+$4.83M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$4.35M |
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% |