IWC
Infinity Wealth Counsel Portfolio holdings
AUM
$103M
1-Year Est. Return
8.73%
1 Year Est. Return
+8.73%
AUM
$98.9M
AUM Growth
+$6.31M
(+6.8%)
Holding
59
Top Buys
| 1 | +$230K | |
| 2 | +$224K | |
| 3 | +$217K | |
| 4 |
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
|
+$110K |
| 5 |
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
|
+$95.1K |
Top Sells
| 1 | +$83.5K | |
| 2 | +$38.3K | |
| 3 | +$26.2K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$24.6K |
| 5 |
NVIDIA
NVDA
|
+$20.5K |
Sector Composition
| 1 | Technology | 1.79% |
| 2 | Consumer Staples | 1.34% |
| 3 | Financials | 0.98% |
| 4 | Communication Services | 0.24% |
| 5 | Consumer Discretionary | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional US Small Cap Value ETF
DFSV
$5.21B
| $268K | 0.27% |
9,105
+1,675
|
|
||
52
Berkshire Hathaway Class B
BRK.B
$1.06T
| $244K | 0.25% |
503
+35
|
|
||
53
Alphabet (Google) Class A
GOOGL
$3.06T
| $240K | 0.24% |
1,361
-84
|
|
||
54
Amazon
AMZN
$2.27T
| $224K | 0.23% |
+1,022
|
|
||
55
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
| $223K | 0.23% |
2,806
-1
|
|
||
56
Duke Energy
DUK
$99.9B
| $221K | 0.22% |
1,877
|
|
||
57
Vanguard FTSE Developed Markets ETF
VEA
$178B
| $217K | 0.22% |
+3,797
|
|
||
58
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.36B
| $167K | 0.17% |
10,000
|
|
||
59
Cleveland-Cliffs
CLF
$6.59B
| $139K | 0.14% |
18,253
-100
|
|