IWC
Infinity Wealth Counsel Portfolio holdings
AUM
$103M
1-Year Est. Return
8.73%
1 Year Est. Return
+8.73%
AUM
$103M
AUM Growth
+$4.03M
(+4.1%)
Holding
64
Top Buys
| 1 | +$852K | |
| 2 | +$807K | |
| 3 | +$578K | |
| 4 |
BSCZ
Invesco BulletShares 2035 Corporate Bond ETF
BSCZ
|
+$399K |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
+$213K |
Top Sells
| 1 | +$1.1M | |
| 2 | +$367K | |
| 3 | +$223K | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$214K |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$191K |
Sector Composition
| 1 | Technology | 2.02% |
| 2 | Consumer Staples | 1.24% |
| 3 | Financials | 0.98% |
| 4 | Communication Services | 0.32% |
| 5 | Utilities | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alphabet (Google) Class A
GOOGL
$3.06T
| $331K | 0.32% |
1,361
|
|
||
52
Vanguard Information Technology ETF
VGT
$109B
| $299K | 0.29% |
400
-100
|
|
||
53
Dimensional US Small Cap Value ETF
DFSV
$5.21B
| $293K | 0.28% |
9,205
+100
|
|
||
54
iShares Core S&P Small-Cap ETF
IJR
$84.8B
| $288K | 0.28% |
2,427
-250
|
|
||
55
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
| $287K | 0.28% |
2,750
-250
|
|
||
56
Berkshire Hathaway Class B
BRK.B
$1.06T
| $253K | 0.25% |
503
|
|
||
57
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.5B
| $247K | 0.24% |
5,060
-500
|
|
||
58
Duke Energy
DUK
$99.9B
| $232K | 0.23% |
1,877
|
|
||
59
Vanguard FTSE Developed Markets ETF
VEA
$178B
| $228K | 0.22% |
3,798
+1
|
|
||
60
Amazon
AMZN
$2.27T
| $224K | 0.22% |
1,022
|
|
||
61
Cleveland-Cliffs
CLF
$6.59B
| $223K | 0.22% |
18,253
|
|
||
|
62
Dimensional US Small Cap ETF
DFAS
$11.2B
| $213K | 0.21% |
+3,118
|
|
||
63
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.36B
| $170K | 0.16% |
10,000
|
|
||
64
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
| – | – |
-2,806
|
|