IWC

Infinity Wealth Counsel Portfolio holdings

AUM $103M
1-Year Est. Return 8.73%
This Quarter Est. Return
1 Year Est. Return
+8.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.6M
AUM Growth
-$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$111K
3
+$81.8K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$63.3K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$61.1K

Top Sells

1
+$244K
2
+$82.3K
3
+$79.7K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$43.8K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$41.8K

Sector Composition

1 Technology 1.61%
2 Consumer Staples 1.53%
3 Financials 1.13%
4 Utilities 0.25%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 1.53%
8,341
-111
27
$1.34M 1.45%
7,217
+217
28
$1.26M 1.36%
25,281
-225
29
$1.17M 1.27%
8,749
-75
30
$986K 1.06%
31,575
+1,955
31
$916K 0.99%
1,638
-25
32
$879K 0.95%
36,973
+2,335
33
$798K 0.86%
1
34
$771K 0.83%
7,667
-98
35
$672K 0.73%
9,113
36
$665K 0.72%
21,100
+450
37
$638K 0.69%
2,873
-62
38
$611K 0.66%
19,988
+1,425
39
$506K 0.55%
2,920
-150
40
$454K 0.49%
4,745
-50
41
$388K 0.42%
14,500
42
$385K 0.42%
14,866
+956
43
$373K 0.4%
994
-30
44
$356K 0.38%
11,130
45
$280K 0.3%
2,677
46
$278K 0.3%
5,760
-280
47
$271K 0.29%
500
48
$263K 0.28%
1,569
-56
49
$249K 0.27%
468
-11
50
$241K 0.26%
3,000
1
2
3