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
$4.85B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,400
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$60.8M
3
+$38.9M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$38.2M
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$38.2M

Top Sells

1
+$90.7M
2
+$49.9M
3
+$41M
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$36.2M
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$35M

Sector Composition

1 Technology 7.77%
2 Financials 3.69%
3 Healthcare 2.5%
4 Consumer Discretionary 2.42%
5 Industrials 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.19M 0.05%
85,598
+35,651
377
$2.18M 0.05%
18,146
+15,146
378
$2.18M 0.04%
309,166
+294,174
379
$2.17M 0.04%
3,774
-2,855
380
$2.17M 0.04%
135,993
+36,248
381
$2.17M 0.04%
28,556
+10,923
382
$2.15M 0.04%
27,894
-648
383
$2.15M 0.04%
+45,748
384
$2.13M 0.04%
62,565
+49,299
385
$2.13M 0.04%
10,431
+762
386
$2.12M 0.04%
8,411
+672
387
$2.12M 0.04%
83,978
+30,160
388
$2.1M 0.04%
63,301
-2,335
389
$2.1M 0.04%
61,405
-3,409
390
$2.1M 0.04%
12,239
+8,698
391
$2.08M 0.04%
89,639
-41,576
392
$2.08M 0.04%
22,078
+3,529
393
$2.08M 0.04%
109,264
-101,795
394
$2.08M 0.04%
16,336
+14,562
395
$2.07M 0.04%
+198,181
396
$2.06M 0.04%
121,124
+6,575
397
$2.05M 0.04%
26,330
+2,710
398
$2.05M 0.04%
27,171
-11,126
399
$2.05M 0.04%
22,431
+3,473
400
$2.05M 0.04%
35,303
+2,020
14 15
16
17 18