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IWC

Integrated Wealth Counsel Portfolio holdings

AUM $46.5M
1-Year Est. Return 7.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.7M
AUM Growth
+$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.7M
3
+$1.57M
4
ABT icon
Abbott
ABT
+$436K
5
CVX icon
Chevron
CVX
+$352K

Top Sells

1
+$1.52M
2
+$938K
3
+$698K
4
IFGL icon
iShares International Developed Real Estate ETF
IFGL
+$644K
5
MCA
BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC
MCA
+$240K

Sector Composition

1 Financials 13.68%
2 Technology 5.68%
3 Healthcare 4.08%
4 Industrials 2.09%
5 Energy 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1K ﹤0.01%
20
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