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
$2.82B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$35.9M
3
+$35.4M
4
IYR icon
iShares US Real Estate ETF
IYR
+$34.8M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$24.4M

Top Sells

1
+$42.4M
2
+$35M
3
+$33.6M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$33.2M
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$32.5M

Sector Composition

1 Technology 5.13%
2 Financials 3.48%
3 Healthcare 2.77%
4 Consumer Discretionary 2.54%
5 Communication Services 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.44M 0.05%
16,152
+1,874
277
$1.43M 0.05%
37,590
-755
278
$1.43M 0.05%
10,736
+2,211
279
$1.42M 0.05%
39,125
280
$1.4M 0.05%
4,898
+561
281
$1.4M 0.05%
6,431
+964
282
$1.4M 0.05%
20,806
-5,398
283
$1.39M 0.05%
32,545
-714
284
$1.39M 0.05%
21,878
-19,747
285
$1.36M 0.05%
3,749
-1,373
286
$1.36M 0.05%
26,730
+2,052
287
$1.35M 0.05%
12,809
+4,337
288
$1.31M 0.05%
20,672
-448
289
$1.3M 0.05%
9,933
+7,554
290
$1.28M 0.05%
2,102
+26
291
$1.28M 0.05%
48,480
-368
292
$1.26M 0.04%
9,688
+3,031
293
$1.26M 0.04%
8,850
+1,792
294
$1.26M 0.04%
67,398
-26,140
295
$1.26M 0.04%
27,828
+1,510
296
$1.26M 0.04%
41,958
+8,809
297
$1.25M 0.04%
+25,861
298
$1.25M 0.04%
+30,138
299
$1.24M 0.04%
20,761
-15,508
300
$1.24M 0.04%
13,241
+1,655
10 11
12
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