IWP
Icon Wealth Partners Portfolio holdings
AUM
$880M
This Quarter Return
+0.92%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$292M
AUM Growth
+$9.65M
(+3.4%)
Cap. Flow
+$8.13M
Cap. Flow
% of AUM
2.78%
Top 10 Holdings %
Top 10 Hldgs %
57.96%
Holding
179
New
16
Increased
67
Reduced
59
Closed
14
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.36M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.23M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.25M |
| 4 |
iShares MBS ETF
MBB
|
$2.21M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.2M |
Top Sells
Sector Composition
| 1 | Technology | 20.56% |
| 2 | Energy | 12.61% |
| 3 | Healthcare | 2.23% |
| 4 | Financials | 2.01% |
| 5 | Consumer Staples | 1.71% |
