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
51
$229K 0.25%
1,877
52
$223K 0.24%
1,445
-60
53
$222K 0.24%
2,807
54
$215K 0.23%
1,988
-99
55
$209K 0.23%
+7,430
56
$166K 0.18%
10,000
57
$151K 0.16%
18,353
+100
58
– –
-1,110
1 2
3