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
76
$16K 0.02%
2,398
77
$12K 0.01%
240
78
$10K 0.01%
439
79
$3K ﹤0.01%
174
80
$1K ﹤0.01%
+35
81
$1K ﹤0.01%
373
1 2 3
4