IWC

Integrated Wealth Counsel Portfolio holdings

AUM $46.5M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.1M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$163K
2
+$41K
3
+$1K

Top Sells

1
+$1.76M
2
+$1.6M
3
+$1.16M
4
GLD icon
SPDR Gold Trust
GLD
+$868K
5
IFGL icon
iShares International Developed Real Estate ETF
IFGL
+$626K

Sector Composition

1 Financials 8.31%
2 Technology 3.16%
3 Healthcare 3%
4 Industrials 1.9%
5 Energy 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$63K 0.08%
1,087
52
$61K 0.07%
1,000
53
$60K 0.07%
1,330
54
$59K 0.07%
436
55
$56K 0.07%
1,896
56
$56K 0.07%
895
57
$55K 0.07%
590
58
$46K 0.06%
68
59
$46K 0.06%
600
60
$45K 0.05%
838
61
$45K 0.05%
1,165
62
$44K 0.05%
1,000
63
$43K 0.05%
1,000
64
$41K 0.05%
680
65
$41K 0.05%
+504
66
$40K 0.05%
655
67
$40K 0.05%
415
68
$34K 0.04%
860
69
$34K 0.04%
1,324
70
$31K 0.04%
500
71
$29K 0.03%
265
72
$26K 0.03%
390
73
$21K 0.03%
516
74
$19K 0.02%
1,029
75
$19K 0.02%
1,120
1 2
3
4