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
$6.1B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,697
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$53M
3
+$41.3M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$34.9M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$26.3M

Top Sells

1
+$87.8M
2
+$36.4M
3
+$28.1M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$26M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$25.6M

Sector Composition

1 Technology 8.48%
2 Financials 3.69%
3 Consumer Discretionary 2.7%
4 Healthcare 2.53%
5 Industrials 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.52M 0.02%
65,846
+2,061
577
$1.51M 0.02%
55,058
+28,592
578
$1.51M 0.02%
8,084
+1,670
579
$1.49M 0.02%
61,769
-55,952
580
$1.49M 0.02%
41,027
-1,158
581
$1.49M 0.02%
24,147
-3,920
582
$1.49M 0.02%
2,377
+432
583
$1.48M 0.02%
81,230
-17,425
584
$1.48M 0.02%
28,324
-12,124
585
$1.48M 0.02%
66,934
+4,922
586
$1.48M 0.02%
4,388
+250
587
$1.48M 0.02%
20,488
-335,083
588
$1.48M 0.02%
4,850
-428
589
$1.48M 0.02%
14,614
+2,438
590
$1.47M 0.02%
12,777
+499
591
$1.47M 0.02%
22,744
+898
592
$1.47M 0.02%
14,584
+737
593
$1.45M 0.02%
3,291
-1,868
594
$1.44M 0.02%
66,682
+1,127
595
$1.44M 0.02%
43,609
+30,412
596
$1.42M 0.02%
18,250
-820
597
$1.42M 0.02%
6,451
+510
598
$1.42M 0.02%
11,332
-6,885
599
$1.41M 0.02%
77,285
-14,182
600
$1.41M 0.02%
19,718
-4,857
22 23
24
25 26