IWC

Infinity Wealth Counsel Portfolio holdings

AUM $110M
1-Year Est. Return 10.72%
This Quarter Est. Return
1 Year Est. Return
+10.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.9M
AUM Growth
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$230K
2
+$224K
3
+$217K
4
BSCV icon
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
+$110K
5
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$95.1K

Top Sells

1
+$83.5K
2
+$38.3K
3
+$26.2K
4
VUG icon
Vanguard Growth ETF
VUG
+$24.6K
5
NVDA icon
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
$268K 0.27%
9,105
+1,675
52
$244K 0.25%
503
+35
53
$240K 0.24%
1,361
-84
54
$224K 0.23%
+1,022
55
$223K 0.23%
2,806
-1
56
$221K 0.22%
1,877
57
$217K 0.22%
+3,797
58
$167K 0.17%
10,000
59
$139K 0.14%
18,253
-100
1 2
3