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
526
$1.3M 0.03%
23,340
+7,358
527
$1.3M 0.03%
38,298
+1,143
528
$1.3M 0.03%
8,214
+880
529
$1.3M 0.03%
14,775
-175
530
$1.29M 0.03%
4,288
+2,952
531
$1.29M 0.03%
21,529
-7,611
532
$1.28M 0.03%
+60,152
533
$1.28M 0.03%
11,751
+8,221
534
$1.27M 0.03%
12,668
+771
535
$1.27M 0.03%
17,301
+1,404
536
$1.27M 0.03%
12,546
+7,858
537
$1.26M 0.03%
4,424
+1,377
538
$1.26M 0.03%
+117,950
539
$1.25M 0.03%
36,099
+512
540
$1.25M 0.03%
13,061
-17,963
541
$1.24M 0.03%
88,925
+306
542
$1.24M 0.03%
35,639
+8,733
543
$1.23M 0.03%
41,804
+20,165
544
$1.23M 0.03%
6,338
+1,207
545
$1.23M 0.03%
5,153
+1,208
546
$1.23M 0.03%
153,636
+132,496
547
$1.23M 0.03%
25,640
+13,308
548
$1.23M 0.03%
+21,010
549
$1.21M 0.03%
3,406
+767
550
$1.21M 0.03%
+50,378
20 21
22
23 24