IWC
Integrated Wealth Concepts Portfolio holdings
AUM
$9.97B
1-Year Return
14.43%
This Quarter Return
+6.43%
1 Year Return
+14.43%
3 Year Return
+55.29%
5 Year Return
+91.52%
10 Year Return
–
AUM
$4.85B
AUM Growth
+$1.17B
(+32%)
Cap. Flow
+$1.02B
Cap. Flow
% of AUM
20.97%
Top 10 Holdings %
Top 10 Hldgs %
16.79%
Holding
1,400
New
361
Increased
715
Reduced
218
Closed
54
Top Buys
| 1 |
Apple
AAPL
|
+$63.9M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
+$60.8M |
| 3 |
iShares MSCI Japan ETF
EWJ
|
+$38.9M |
| 4 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$38.2M |
| 5 |
iShares MSCI Taiwan ETF
EWT
|
+$38.2M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$90.7M |
| 2 |
BNY Mellon Core Bond ETF
BKAG
|
+$49.9M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$41M |
| 4 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
+$36.2M |
| 5 |
abrdn Physical Platinum Shares ETF
PPLT
|
+$35M |
Sector Composition
| 1 | Technology | 7.77% |
| 2 | Financials | 3.64% |
| 3 | Healthcare | 2.5% |
| 4 | Consumer Discretionary | 2.42% |
| 5 | Industrials | 2.07% |
