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
$139M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$8.88M
2
+$7.58M
3
+$7.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.11M
5
IFGL icon
iShares International Developed Real Estate ETF
IFGL
+$6.84M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 11.47%
2 Energy 8.68%
3 Financials 8.24%
4 Healthcare 2.66%
5 Technology 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$110K 0.08%
+1,350
77
$109K 0.08%
+2,675
78
$102K 0.07%
+3,130
79
$101K 0.07%
+2,310
80
$99K 0.07%
+663
81
$98K 0.07%
+980
82
$96K 0.07%
+1,169
83
$88K 0.06%
+800
84
$84K 0.06%
+2,358
85
$82K 0.06%
+620
86
$80K 0.06%
+640
87
$78K 0.06%
+4,810
88
$76K 0.05%
+3,400
89
$76K 0.05%
+881
90
$72K 0.05%
+1,453
91
$68K 0.05%
+1,310
92
$67K 0.05%
+500
93
$66K 0.05%
+1,290
94
$63K 0.05%
+635
95
$63K 0.05%
+2,371
96
$59K 0.04%
+2,692
97
$56K 0.04%
+1,035
98
$54K 0.04%
+3,931
99
$51K 0.04%
+800
100
$50K 0.04%
+1,119
2 3
4
5 6