IWC
Integrated Wealth Concepts Portfolio holdings
AUM
$9.97B
1-Year Return
14.43%
This Quarter Return
+9.73%
1 Year Return
+14.43%
3 Year Return
+55.29%
5 Year Return
+91.52%
10 Year Return
–
AUM
$6.1B
AUM Growth
+$435M
(+7.7%)
Cap. Flow
-$62.8M
Cap. Flow
% of AUM
-1.03%
Top 10 Holdings %
Top 10 Hldgs %
17.51%
Holding
1,697
New
140
Increased
561
Reduced
797
Closed
106
Top Buys
| 1 |
Main Sector Rotation ETF
SECT
|
+$53.3M |
| 2 |
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
|
+$53M |
| 3 |
BNY Mellon Core Bond ETF
BKAG
|
+$41.3M |
| 4 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$34.9M |
| 5 |
iShares International Equity Factor ETF
INTF
|
+$26.3M |
Top Sells
Sector Composition
| 1 | Technology | 8.48% |
| 2 | Financials | 3.66% |
| 3 | Consumer Discretionary | 2.7% |
| 4 | Healthcare | 2.53% |
| 5 | Industrials | 2.18% |
