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
$93.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$4.86M
3
+$4.65M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.63M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.89M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.95%
2 Consumer Staples 1.51%
3 Financials 0.96%
4 Communication Services 0.3%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$264K 0.28%
+3,000
52
$244K 0.26%
+1,110
53
$219K 0.23%
+2,807
54
$217K 0.23%
+479
55
$202K 0.22%
+1,877
56
$182K 0.19%
+10,000
57
$172K 0.18%
+18,253
1 2
3