Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Integrated Wealth Counsel, Llc > Profile

Instuitional Investor - Integrated Wealth Counsel, Llc

Fund Profile
Filing Period:
Fund Name: Integrated Wealth Counsel, Llc
Portfolio Value $46,522,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Templeton Emerging Markets Income Fund
 TEI 497,867 $5,432,000 11.67%
2.
Templeton Global Income Fund
 GIM 390,777 $5,064,000 10.88%
3.
Spdr Index Shs Fds
 119,008 $4,294,000 9.23%
4.
Ubs Ag Jersey Brh
 146,719 $4,168,000 8.95%
5.
Ishares Tr
 150,166 $3,946,000 8.48%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)