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
$1.19B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$15.4M
3
+$15.4M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$15.3M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$14.9M

Top Sells

1
+$23.3M
2
+$21.6M
3
+$14.9M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$8.61M
5
GLD icon
SPDR Gold Trust
GLD
+$4.4M

Sector Composition

1 Technology 3.86%
2 Financials 2.54%
3 Healthcare 2.06%
4 Communication Services 1.82%
5 Consumer Discretionary 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$280K 0.02%
2,042
+529
377
$279K 0.02%
812
-140
378
$278K 0.02%
20,005
+3,018
379
$277K 0.02%
7,370
-2,487
380
$275K 0.02%
7,835
-1,297
381
$274K 0.02%
10,810
-6,465
382
$273K 0.02%
+3,126
383
$270K 0.02%
+3,786
384
$270K 0.02%
6,475
+310
385
$269K 0.02%
4,278
-388
386
$268K 0.02%
1,299
-9
387
$267K 0.02%
6,345
+319
388
$267K 0.02%
1,832
389
$266K 0.02%
+3,020
390
$265K 0.02%
+5,000
391
$264K 0.02%
18,945
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392
$261K 0.02%
4,415
-6
393
$258K 0.02%
6,032
394
$258K 0.02%
+10,326
395
$257K 0.02%
10,483
+2,987
396
$257K 0.02%
2,664
397
$256K 0.02%
2,239
+107
398
$256K 0.02%
8,379
-2,582
399
$256K 0.02%
2,367
+141
400
$255K 0.02%
3,382
+326
14 15
16
17 18