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
$8.21B
AUM Growth
+$885M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,742
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$40.8M
3
+$32.7M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$31.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$28.4M

Top Sells

1
+$25.3M
2
+$10.5M
3
+$9.13M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.2M

Sector Composition

1 Technology 8.81%
2 Financials 3.28%
3 Consumer Discretionary 2.43%
4 Healthcare 2.3%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.38M 0.03%
20,275
-3,564
502
$2.38M 0.03%
15,904
+56
503
$2.38M 0.03%
15,308
+4,241
504
$2.38M 0.03%
5,109
+1,772
505
$2.37M 0.03%
4,821
+90
506
$2.36M 0.03%
33,150
-1,472
507
$2.31M 0.03%
144,200
+19,669
508
$2.31M 0.03%
146,262
+4,472
509
$2.28M 0.03%
8,201
+408
510
$2.28M 0.03%
68,486
+46,577
511
$2.27M 0.03%
7,043
+1,762
512
$2.25M 0.03%
61,756
+10,105
513
$2.24M 0.03%
47,568
+308
514
$2.23M 0.03%
91,373
-6,759
515
$2.23M 0.03%
8,332
+65
516
$2.23M 0.03%
213,044
-2,962
517
$2.21M 0.03%
22,235
+13,549
518
$2.2M 0.03%
20,122
+252
519
$2.2M 0.03%
28,133
-335
520
$2.19M 0.03%
65,845
+493
521
$2.18M 0.03%
7,977
-819
522
$2.17M 0.03%
23,824
+5,697
523
$2.16M 0.03%
37,294
-2,632
524
$2.15M 0.03%
60,122
-7,980
525
$2.14M 0.03%
25,493
-251
19 20
21
22 23