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
$8.21B
AUM Growth
+$885M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,742
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$40.8M
3
+$32.7M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$31.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$28.4M

Top Sells

1
+$25.3M
2
+$10.5M
3
+$9.13M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.2M

Sector Composition

1 Technology 8.81%
2 Financials 3.28%
3 Consumer Discretionary 2.43%
4 Healthcare 2.3%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.45M 0.04%
39,171
+2,161
377
$3.44M 0.04%
43,666
+4,457
378
$3.44M 0.04%
75,317
-388
379
$3.43M 0.04%
46,617
-1,717
380
$3.43M 0.04%
47,601
+20,087
381
$3.43M 0.04%
32,751
+408
382
$3.41M 0.04%
41,969
+376
383
$3.39M 0.04%
34,539
+1,051
384
$3.36M 0.04%
40,803
+11,343
385
$3.35M 0.04%
134,866
+13,798
386
$3.34M 0.04%
43,324
-8,672
387
$3.34M 0.04%
138,609
-7,295
388
$3.34M 0.04%
23,525
+188
389
$3.33M 0.04%
50,265
+2,396
390
$3.33M 0.04%
43,447
-596
391
$3.32M 0.04%
12,200
+302
392
$3.32M 0.04%
131,649
-24,602
393
$3.32M 0.04%
62,519
-204
394
$3.29M 0.04%
47,213
+42,397
395
$3.29M 0.04%
40,987
+15,823
396
$3.29M 0.04%
54,951
-30,422
397
$3.29M 0.04%
62,046
+26,941
398
$3.28M 0.04%
35,081
-3,193
399
$3.28M 0.04%
23,279
+4,257
400
$3.27M 0.04%
128,022
+3,621
14 15
16
17 18