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
426
$1.93M 0.04%
8,743
+6,551
427
$1.93M 0.04%
19,747
-205
428
$1.93M 0.04%
+830,936
429
$1.92M 0.04%
25,302
+7,726
430
$1.92M 0.04%
+239,582
431
$1.91M 0.04%
29,188
+5,186
432
$1.91M 0.04%
82,727
+35,119
433
$1.89M 0.04%
42,559
+14,963
434
$1.89M 0.04%
+286,510
435
$1.89M 0.04%
78,710
-41,914
436
$1.88M 0.04%
30,066
+21,080
437
$1.88M 0.04%
+664,936
438
$1.87M 0.04%
49,845
-6,664
439
$1.87M 0.04%
92,864
+54,560
440
$1.86M 0.04%
23,070
+14,880
441
$1.86M 0.04%
75,708
+21,109
442
$1.86M 0.04%
24,978
+3,266
443
$1.85M 0.04%
288,022
+5,625
444
$1.85M 0.04%
+18,723
445
$1.83M 0.04%
+154,490
446
$1.82M 0.04%
+46,750
447
$1.81M 0.04%
+39,216
448
$1.8M 0.04%
+109,245
449
$1.8M 0.04%
+17,889
450
$1.8M 0.04%
38,504
+15,126
16 17
18
19 20