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
551
$1.21M 0.02%
+12,663
552
$1.2M 0.02%
+65,621
553
$1.19M 0.02%
8,311
+1,157
554
$1.19M 0.02%
7,748
+1,596
555
$1.18M 0.02%
34,286
-14,876
556
$1.17M 0.02%
+6,322
557
$1.17M 0.02%
27,315
+18,273
558
$1.16M 0.02%
42,247
+1,210
559
$1.16M 0.02%
10,077
+5,401
560
$1.16M 0.02%
30,886
+10,239
561
$1.15M 0.02%
55,558
+2,382
562
$1.15M 0.02%
25,902
+17,123
563
$1.14M 0.02%
10,087
+2,456
564
$1.14M 0.02%
+13,867
565
$1.14M 0.02%
11,250
+9,150
566
$1.14M 0.02%
+4,420
567
$1.13M 0.02%
10,231
-148
568
$1.13M 0.02%
51,185
-25,974
569
$1.13M 0.02%
16,279
-31,992
570
$1.13M 0.02%
28,705
-48,960
571
$1.13M 0.02%
2,442
+1,029
572
$1.13M 0.02%
10,052
+3,423
573
$1.13M 0.02%
5,903
+359
574
$1.12M 0.02%
130,575
+3,603
575
$1.12M 0.02%
+42,101
21 22
23
24 25