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
$47.5M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1 +$861K
2 +$559K
3 +$471K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$320K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$287K

Sector Composition

1 Financials 7.98%
2 Healthcare 5.33%
3 Energy 4.56%
4 Technology 4.52%
5 Industrials 4.34%