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
576
$1.81M 0.02%
13,736
-2,449
577
$1.8M 0.02%
13,427
+703
578
$1.79M 0.02%
29,331
-10,948
579
$1.79M 0.02%
47,041
+580
580
$1.78M 0.02%
37,345
-3,068
581
$1.77M 0.02%
40,865
-3,073
582
$1.76M 0.02%
188,263
+3,620
583
$1.75M 0.02%
42,521
-251
584
$1.75M 0.02%
5,127
-2,389
585
$1.74M 0.02%
18,180
-228
586
$1.74M 0.02%
23,361
+9,032
587
$1.73M 0.02%
22,052
+1,607
588
$1.72M 0.02%
9,679
+2,815
589
$1.71M 0.02%
+39,398
590
$1.71M 0.02%
40,713
-79,477
591
$1.7M 0.02%
27,147
-3,653
592
$1.7M 0.02%
19,379
+8,439
593
$1.67M 0.02%
11,921
-1,145
594
$1.66M 0.02%
20,670
-1,624
595
$1.65M 0.02%
5,041
+11
596
$1.65M 0.02%
16,774
-1,294
597
$1.65M 0.02%
73,145
+22,855
598
$1.64M 0.02%
12,790
+4,489
599
$1.64M 0.02%
35,359
-154
600
$1.64M 0.02%
13,014
-2
22 23
24
25 26