IWC
Integrated Wealth Counsel Portfolio holdings
AUM
$46.5M
This Quarter Return
-5.19%
1 Year Return
+7.34%
3 Year Return
-8.52%
5 Year Return
–
10 Year Return
–
AUM
$83.1M
AUM Growth
+$83.1M
(-15%)
Cap. Flow
-$8.13M
Cap. Flow
% of AUM
-9.78%
Top 10 Holdings %
Top 10 Hldgs %
88.29%
Holding
81
New
3
Increased
–
Reduced
13
Closed
–
Top Buys
| 1 |
Novartis
NVS
|
$163K |
| 2 |
Philip Morris
PM
|
$41K |
| 3 |
Tucows
TCX
|
$1K |
Top Sells
Sector Composition
| 1 | Financials | 8.31% |
| 2 | Technology | 3.16% |
| 3 | Healthcare | 3% |
| 4 | Industrials | 1.9% |
| 5 | Energy | 1.28% |
