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
401
$2.04M 0.04%
+64,667
402
$2.04M 0.04%
+111,123
403
$2.03M 0.04%
42,918
-3,955
404
$2.03M 0.04%
75,392
+30,683
405
$2.03M 0.04%
58,376
-343
406
$2.02M 0.04%
19,888
-39,854
407
$2.01M 0.04%
20,154
+7,592
408
$2.01M 0.04%
42,329
+27,194
409
$2.01M 0.04%
37,840
+28,220
410
$2M 0.04%
170,497
+23,113
411
$2M 0.04%
150,293
-1,969
412
$2M 0.04%
66,799
+49,214
413
$1.98M 0.04%
32,508
-9,434
414
$1.98M 0.04%
13,959
+9,604
415
$1.97M 0.04%
52,433
+9,568
416
$1.97M 0.04%
36,329
+31,232
417
$1.96M 0.04%
66,400
-1,987
418
$1.96M 0.04%
24,554
+21,771
419
$1.95M 0.04%
8,549
+2,701
420
$1.95M 0.04%
40,724
+1,671
421
$1.95M 0.04%
22,209
+461
422
$1.95M 0.04%
99,129
+3,952
423
$1.94M 0.04%
15,816
-7,619
424
$1.94M 0.04%
47,386
+38,768
425
$1.94M 0.04%
38,264
+448
15 16
17
18 19