IWC
Integrated Wealth Concepts Portfolio holdings
AUM
$9.97B
1-Year Return
14.43%
This Quarter Return
+5.95%
1 Year Return
+14.43%
3 Year Return
+55.29%
5 Year Return
+91.52%
10 Year Return
–
AUM
$2.44B
AUM Growth
+$322M
(+15%)
Cap. Flow
+$234M
Cap. Flow
% of AUM
9.61%
Top 10 Holdings %
Top 10 Hldgs %
23.75%
Holding
775
New
153
Increased
382
Reduced
186
Closed
43
Top Buys
Top Sells
| 1 |
iShares JPMorgan EM Local Currency Bond ETF
LEMB
|
$27.9M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$27.2M |
| 3 |
iShares MSCI Mexico ETF
EWW
|
$25.8M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$24.4M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
$22.2M |
Sector Composition
| 1 | Technology | 5.08% |
| 2 | Financials | 3.1% |
| 3 | Healthcare | 2.71% |
| 4 | Consumer Discretionary | 2.64% |
| 5 | Communication Services | 2.06% |
