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
1
$6.23M 6.64%
+15,174
2
$4.86M 5.18%
+24,795
3
$4.65M 4.96%
+17,239
4
$4.63M 4.94%
+7,859
5
$3.89M 4.15%
+50,341
6
$3.65M 3.9%
+28,632
7
$3.4M 3.63%
+164,794
8
$3.39M 3.62%
+168,588
9
$3.37M 3.6%
+173,162
10
$3.37M 3.59%
+173,412
11
$3.29M 3.51%
+179,540
12
$2.71M 2.89%
+165,690
13
$2.65M 2.83%
+15,646
14
$2.57M 2.75%
+9,192
15
$2.48M 2.65%
+27,860
16
$2.34M 2.5%
+29,291
17
$2.33M 2.49%
+145,325
18
$2.3M 2.46%
+45,598
19
$2.21M 2.36%
+70,369
20
$2.16M 2.3%
+4,000
21
$2.15M 2.29%
+8,946
22
$2.08M 2.22%
+29,581
23
$2.06M 2.2%
+4,036
24
$1.6M 1.71%
+8,399
25
$1.44M 1.53%
+32,602