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
676
$353K 0.01%
+8,671
677
$351K 0.01%
+10,998
678
$351K 0.01%
14,935
-12
679
$350K 0.01%
+1,105
680
$349K 0.01%
3,943
+11
681
$348K 0.01%
6,155
-6,574
682
$348K 0.01%
4,603
+262
683
$346K 0.01%
16,866
+2,187
684
$345K 0.01%
6,719
-346
685
$345K 0.01%
+2,344
686
$345K 0.01%
+13,604
687
$344K 0.01%
6,735
-140
688
$342K 0.01%
5,042
+1,377
689
$342K 0.01%
5,109
-11
690
$341K 0.01%
1,970
+605
691
$341K 0.01%
7,455
+1,341
692
$341K 0.01%
5,392
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693
$341K 0.01%
7,697
+1,697
694
$340K 0.01%
+3,595
695
$339K 0.01%
+6,248
696
$339K 0.01%
10,104
697
$335K 0.01%
+3,709
698
$334K 0.01%
1,169
+55
699
$334K 0.01%
29,497
+16,384
700
$333K 0.01%
1,111
+84
26 27
28
29 30