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
176
$4K ﹤0.01%
+80
177
$4K ﹤0.01%
+62
178
$4K ﹤0.01%
+1,000
179
$4K ﹤0.01%
+105
180
$4K ﹤0.01%
+38
181
$3K ﹤0.01%
+174
182
$3K ﹤0.01%
+100
183
$2K ﹤0.01%
+36
184
$0 ﹤0.01%
+100
4 5 6 7
8