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
426
$232K 0.02%
2,420
+290
427
$232K 0.02%
766
+35
428
$231K 0.02%
460
-14
429
$231K 0.02%
+5,801
430
$230K 0.02%
+1,921
431
$229K 0.02%
+3,526
432
$229K 0.02%
4,583
-750
433
$226K 0.02%
+4,122
434
$225K 0.02%
4,736
-756
435
$225K 0.02%
+2,688
436
$223K 0.02%
2,768
+94
437
$223K 0.02%
+16,464
438
$222K 0.02%
6,295
-406
439
$222K 0.02%
3,332
-58
440
$220K 0.02%
1,160
+34
441
$216K 0.02%
+1,128
442
$215K 0.02%
+4,287
443
$215K 0.02%
10,693
-395
444
$215K 0.02%
+8,036
445
$214K 0.02%
+12,866
446
$212K 0.02%
+1,649
447
$210K 0.02%
2,267
+30
448
$210K 0.02%
+8,290
449
$209K 0.02%
+4,386
450
$209K 0.02%
+1,243
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