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
476
$1.59M 0.03%
4,610
+2,385
477
$1.58M 0.03%
39,268
+6,515
478
$1.57M 0.03%
47,538
+2,897
479
$1.56M 0.03%
63,736
+38,312
480
$1.56M 0.03%
+26,219
481
$1.56M 0.03%
16,821
-233
482
$1.56M 0.03%
15,504
+7,436
483
$1.55M 0.03%
40,800
+9,319
484
$1.54M 0.03%
11,002
+4,646
485
$1.51M 0.03%
9,539
+2,377
486
$1.5M 0.03%
3,264
+1,609
487
$1.5M 0.03%
4,215
-5,203
488
$1.5M 0.03%
29,794
+24,776
489
$1.49M 0.03%
+25,089
490
$1.49M 0.03%
101,652
-595
491
$1.49M 0.03%
174,227
+54,487
492
$1.49M 0.03%
18,957
+9,848
493
$1.48M 0.03%
19,766
+3,232
494
$1.47M 0.03%
33,537
-30,068
495
$1.46M 0.03%
19,023
-3,729
496
$1.45M 0.03%
19,123
+2,879
497
$1.45M 0.03%
16,954
+9,762
498
$1.45M 0.03%
7,760
+752
499
$1.44M 0.03%
16,017
+1,552
500
$1.44M 0.03%
46,130
+27,023
18 19
20
21 22