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
601
$1.03M 0.02%
17,068
-55,231
602
$1.03M 0.02%
34,402
+6,122
603
$1.03M 0.02%
51,682
-35
604
$1.03M 0.02%
+11,294
605
$1.03M 0.02%
22,430
+4,281
606
$1.02M 0.02%
+24,364
607
$1.02M 0.02%
10,745
+2,234
608
$1.02M 0.02%
+20,024
609
$1.02M 0.02%
24,087
+12,678
610
$1.02M 0.02%
+24,582
611
$1.02M 0.02%
20,772
-1,315
612
$1.02M 0.02%
5,927
+2,549
613
$1.01M 0.02%
+14,469
614
$1.01M 0.02%
20,527
-8,527
615
$1.01M 0.02%
+28,075
616
$1.01M 0.02%
14,693
+6,777
617
$1.01M 0.02%
+6,459
618
$1M 0.02%
7,499
+1,247
619
$1M 0.02%
+22,534
620
$1M 0.02%
15,521
+6,150
621
$1M 0.02%
17,919
+12,980
622
$1M 0.02%
+27,259
623
$996K 0.02%
9,378
+1,594
624
$992K 0.02%
7,515
+1,375
625
$986K 0.02%
10,505
+3,859
23 24
25
26 27