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
676
$850K 0.02%
+23,280
677
$847K 0.02%
8,293
-70
678
$844K 0.02%
3,899
-567
679
$844K 0.02%
16,106
+9,155
680
$843K 0.02%
13,902
+6,031
681
$842K 0.02%
13,827
+732
682
$840K 0.02%
+19,812
683
$839K 0.02%
4,277
+2,182
684
$837K 0.02%
10,786
-1,546
685
$834K 0.02%
15,143
+96
686
$834K 0.02%
9,924
+248
687
$833K 0.02%
+2,996
688
$826K 0.02%
16,317
+6,611
689
$826K 0.02%
+627
690
$818K 0.02%
13,203
+2,525
691
$817K 0.02%
+3,906
692
$812K 0.02%
16,468
+2,475
693
$809K 0.02%
6,000
+4,045
694
$807K 0.02%
3,172
+1,273
695
$804K 0.02%
+24,694
696
$801K 0.02%
13,930
+7,765
697
$799K 0.02%
1,194
+329
698
$797K 0.02%
3,384
-6,079
699
$797K 0.02%
25,128
+9,131
700
$792K 0.02%
22,270
+3,519
26 27
28
29 30