IWC
Infinity Wealth Counsel Portfolio holdings
AUM
$109M
1-Year Est. Return
10.77%
This Fund
S&P 500
1 Year Est. Return
+10.77%
AUM
$109M
AUM Growth
-$902K
(-0.82%)
Holding
63
Top Buys
| 1 | +$206K | |
| 2 | +$107K | |
| 3 | +$61.3K | |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$61K |
| 5 |
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
|
+$57.8K |
Top Sells
| 1 | +$65.1K | |
| 2 | +$42.6K | |
| 3 | +$37.3K | |
| 4 |
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
|
+$36.4K |
| 5 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
+$29.3K |
Sector Composition
| 1 | Technology | 1.64% |
| 2 | Consumer Staples | 1.1% |
| 3 | Energy | 1.04% |
| 4 | Financials | 0.87% |
| 5 | Communication Services | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Fallen Angels USD Bond ETF
FALN
$1.65B
| $306K | 0.28% |
11,460
-190
|
|
||
52
iShares Core S&P Small-Cap ETF
IJR
$104B
| $296K | 0.27% |
2,382
|
|
||
53
Dimensional US Small Cap ETF
DFAS
$14.5B
| $291K | 0.27% |
4,093
+490
|
|
||
54
Vanguard Information Technology ETF
VGT
$152B
| $279K | 0.26% |
3,200
|
|
||
55
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.3B
| $269K | 0.25% |
2,750
|
|
||
56
Duke Energy
DUK
$94.4B
| $246K | 0.23% |
1,877
|
|
||
57
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.7B
| $240K | 0.22% |
4,960
|
|
||
58
Berkshire Hathaway Class B
BRK.B
$1.02T
| $234K | 0.21% |
488
-15
|
|
||
59
Vanguard FTSE Developed Markets ETF
VEA
$232B
| $227K | 0.21% |
3,548
|
|
||
60
Amazon
AMZN
$2.76T
| $207K | 0.19% |
994
-21
|
|
||
61
State Street SPDR S&P International Dividend ETF
DWX
$510M
| $205K | 0.19% |
+4,500
|
|
||
62
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.43B
| $172K | 0.16% |
10,000
|
|
||
63
Cleveland-Cliffs
CLF
$8.43B
| $154K | 0.14% |
18,253
|
|