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
$3.07B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$38.9M
3
+$37.9M
4
INDA icon
iShares MSCI India ETF
INDA
+$36.9M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.8M

Top Sells

1
+$36.6M
2
+$35.9M
3
+$35.8M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$35M
5
IYR icon
iShares US Real Estate ETF
IYR
+$34.6M

Sector Composition

1 Technology 6.36%
2 Financials 3.83%
3 Healthcare 3.09%
4 Consumer Discretionary 2.62%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$746K 0.02%
28,479
-196
477
$745K 0.02%
14,647
+4,496
478
$737K 0.02%
+12,100
479
$734K 0.02%
8,889
+1,057
480
$729K 0.02%
12,659
+7,677
481
$725K 0.02%
8,428
+481
482
$721K 0.02%
860
+212
483
$720K 0.02%
15,055
+340
484
$718K 0.02%
+34,040
485
$717K 0.02%
16,836
+3,032
486
$715K 0.02%
+15,949
487
$714K 0.02%
7,457
+186
488
$711K 0.02%
9,773
+5,035
489
$708K 0.02%
48,236
-570
490
$707K 0.02%
3,333
+97
491
$703K 0.02%
4,706
+1,391
492
$703K 0.02%
10,971
-19,666
493
$702K 0.02%
11,966
+1,115
494
$700K 0.02%
102,591
-22,554
495
$696K 0.02%
+52,091
496
$692K 0.02%
11,465
+2,293
497
$688K 0.02%
2,052
+531
498
$684K 0.02%
46,486
-1,734
499
$683K 0.02%
3,939
+1,064
500
$681K 0.02%
16,052
+467
18 19
20
21 22