IWC
Integrated Wealth Counsel Portfolio holdings
AUM
$46.5M
1-Year Return
7.34%
This Quarter Return
-1.09%
1 Year Return
+7.34%
3 Year Return
-8.52%
5 Year Return
–
10 Year Return
–
AUM
$46.5M
AUM Growth
-$996K
(-2.1%)
Cap. Flow
-$2.83K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
66.09%
Holding
237
New
20
Increased
20
Reduced
36
Closed
15
Top Buys
| 1 |
Union Pacific
UNP
|
+$829K |
| 2 |
Exxon Mobil
XOM
|
+$181K |
| 3 |
Boeing
BA
|
+$156K |
| 4 |
DD
Du Pont De Nemours E I
DD
|
+$147K |
| 5 |
PepsiCo
PEP
|
+$120K |
Top Sells
Sector Composition
| 1 | Financials | 8.38% |
| 2 | Industrials | 6.72% |
| 3 | Energy | 5.8% |
| 4 | Healthcare | 5.59% |
| 5 | Technology | 4.74% |
