IWC
Integrated Wealth Concepts Portfolio holdings
AUM
$9.97B
1-Year Return
14.43%
This Quarter Return
-8.2%
1 Year Return
+14.43%
3 Year Return
+55.29%
5 Year Return
+91.52%
10 Year Return
–
AUM
$368M
AUM Growth
+$37.1M
(+11%)
Cap. Flow
+$72.9M
Cap. Flow
% of AUM
19.79%
Top 10 Holdings %
Top 10 Hldgs %
27.76%
Holding
297
New
48
Increased
165
Reduced
42
Closed
33
Top Buys
Top Sells
| 1 |
OIL
iPath Series B S&P GSCI Crude Oil ETN
OIL
|
$4.05M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$3.86M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$2.97M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$2.79M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$2.77M |
Sector Composition
| 1 | Financials | 2.49% |
| 2 | Technology | 2.4% |
| 3 | Healthcare | 2.26% |
| 4 | Communication Services | 1.93% |
| 5 | Consumer Discretionary | 1.32% |
