IWC

Integrated Wealth Concepts Portfolio holdings

AUM $11.2B
1-Year Est. Return 16.14%
This Quarter Est. Return
1 Year Est. Return
+16.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$5.02M
3
+$4.93M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$4.92M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.9M

Top Sells

1
+$4.05M
2
+$3.85M
3
+$2.97M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.79M
5
IWM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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