IWC
Integrated Wealth Counsel Portfolio holdings
AUM
$46.5M
This Quarter Return
-11%
1 Year Return
+7.34%
3 Year Return
-8.52%
5 Year Return
–
10 Year Return
–
AUM
$59.7M
AUM Growth
+$59.7M
(-17%)
Cap. Flow
-$4.18M
Cap. Flow
% of AUM
-7.01%
Top 10 Holdings %
Top 10 Hldgs %
87.78%
Holding
95
New
9
Increased
2
Reduced
12
Closed
4
Top Buys
| 1 |
Kraft Heinz
KHC
|
$35K |
| 2 |
Dorchester Minerals
DMLP
|
$14K |
| 3 |
Waste Management
WM
|
$10K |
| 4 |
RAI
Reynolds American Inc
RAI
|
$8.5K |
| 5 |
Hecla Mining
HL
|
$8K |
Top Sells
Sector Composition
| 1 | Financials | 7.63% |
| 2 | Technology | 3.52% |
| 3 | Healthcare | 2.63% |
| 4 | Industrials | 2.17% |
| 5 | Energy | 1.29% |
