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
526
$621K 0.02%
2,154
-23
527
$620K 0.02%
4,082
+238
528
$617K 0.02%
18,826
+8,968
529
$616K 0.02%
16,313
-2,007
530
$613K 0.02%
21,270
+6,541
531
$612K 0.02%
1,538
+3
532
$612K 0.02%
5,814
+1,731
533
$606K 0.02%
+2,039
534
$603K 0.02%
16,695
+7,440
535
$602K 0.02%
23,441
-1,845
536
$599K 0.02%
35,812
+17,527
537
$598K 0.02%
+3,811
538
$594K 0.02%
9,745
+650
539
$593K 0.02%
13,749
-121
540
$590K 0.02%
2,235
+79
541
$590K 0.02%
16,401
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542
$584K 0.02%
8,781
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543
$582K 0.02%
7,248
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544
$581K 0.02%
2,554
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545
$579K 0.02%
10,441
-60
546
$578K 0.02%
12,005
+1,820
547
$578K 0.02%
14,718
+4,534
548
$577K 0.02%
9,923
+1,995
549
$576K 0.02%
11,612
+746
550
$564K 0.02%
9,090
-300
20 21
22
23 24