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
651
$909K 0.02%
6,730
+4,384
652
$907K 0.02%
42,791
+1,075
653
$897K 0.02%
15,348
-60
654
$892K 0.02%
+114,221
655
$892K 0.02%
5,361
+383
656
$891K 0.02%
+26,043
657
$888K 0.02%
7,746
+4,370
658
$888K 0.02%
7,544
-4,313
659
$885K 0.02%
16,431
+5,228
660
$883K 0.02%
10,676
+4,692
661
$883K 0.02%
+29,668
662
$882K 0.02%
+13,237
663
$873K 0.02%
79,696
664
$873K 0.02%
32,974
+6,324
665
$872K 0.02%
32,751
+14,144
666
$871K 0.02%
9,561
+3,168
667
$865K 0.02%
74,128
+6,363
668
$864K 0.02%
2,944
+77
669
$863K 0.02%
16,367
+3
670
$861K 0.02%
7,204
+5,489
671
$861K 0.02%
11,144
+7,174
672
$858K 0.02%
120,333
+11,241
673
$857K 0.02%
+20,127
674
$854K 0.02%
+2,494
675
$853K 0.02%
39,749
+25,357
25 26
27
28 29