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
$3.07B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$38.9M
3
+$37.9M
4
INDA icon
iShares MSCI India ETF
INDA
+$36.9M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.8M

Top Sells

1
+$36.6M
2
+$35.9M
3
+$35.8M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$35M
5
IYR icon
iShares US Real Estate ETF
IYR
+$34.6M

Sector Composition

1 Technology 6.36%
2 Financials 3.83%
3 Healthcare 3.09%
4 Consumer Discretionary 2.62%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$462K 0.02%
11,847
+434
602
$459K 0.01%
26,646
+2,040
603
$455K 0.01%
+11,438
604
$451K 0.01%
5,479
+2,587
605
$445K 0.01%
+10,585
606
$444K 0.01%
5,871
+1,469
607
$441K 0.01%
4,306
+332
608
$437K 0.01%
3,540
+184
609
$437K 0.01%
13,984
-335
610
$433K 0.01%
+5,912
611
$433K 0.01%
+8,140
612
$431K 0.01%
8,066
+1,819
613
$424K 0.01%
13,023
-16,728
614
$422K 0.01%
+14,331
615
$422K 0.01%
7,923
-537
616
$421K 0.01%
+30,294
617
$421K 0.01%
5,368
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618
$417K 0.01%
1,904
-13,801
619
$410K 0.01%
7,970
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620
$410K 0.01%
+13,300
621
$410K 0.01%
5,783
+1,466
622
$409K 0.01%
+4,644
623
$408K 0.01%
1,972
-696
624
$408K 0.01%
+1,609
625
$407K 0.01%
22,635
+4,818
23 24
25
26 27