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
$6.1B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,697
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$53M
3
+$41.3M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$34.9M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$26.3M

Top Sells

1
+$87.8M
2
+$36.4M
3
+$28.1M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$26M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$25.6M

Sector Composition

1 Technology 8.48%
2 Financials 3.69%
3 Consumer Discretionary 2.7%
4 Healthcare 2.53%
5 Industrials 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.08M 0.02%
23,146
-294
702
$1.08M 0.02%
15,965
-368
703
$1.07M 0.02%
20,342
+6,821
704
$1.07M 0.02%
15,686
-1,092
705
$1.07M 0.02%
14,098
-330
706
$1.07M 0.02%
11,917
+323
707
$1.06M 0.02%
13,125
-3,050
708
$1.06M 0.02%
15,458
-6,040
709
$1.06M 0.02%
19,778
-6,419
710
$1.06M 0.02%
22,199
-3,347
711
$1.05M 0.02%
10,186
+4,241
712
$1.05M 0.02%
10,041
-1,507
713
$1.04M 0.02%
11,016
+1,116
714
$1.04M 0.02%
2,952
-284
715
$1.03M 0.02%
21,417
-261
716
$1.03M 0.02%
289
-17
717
$1.02M 0.02%
17,167
+614
718
$1.02M 0.02%
39,736
+3,434
719
$1.02M 0.02%
8,739
-838
720
$1.02M 0.02%
15,595
-1,307
721
$1.01M 0.02%
+15,084
722
$1.01M 0.02%
11,180
-13,570
723
$1M 0.02%
23,772
+407
724
$1M 0.02%
9,945
+3,993
725
$1M 0.02%
27,056
-50,430
27 28
29
30 31