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
$8.21B
AUM Growth
+$885M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,742
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$40.8M
3
+$32.7M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$31.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$28.4M

Top Sells

1
+$25.3M
2
+$10.5M
3
+$9.13M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.2M

Sector Composition

1 Technology 8.81%
2 Financials 3.28%
3 Consumer Discretionary 2.43%
4 Healthcare 2.3%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$33.6M 0.41%
1,446,617
+152,288
52
$32.8M 0.4%
876,019
+263,120
53
$31.2M 0.38%
54,516
+1,820
54
$31.1M 0.38%
173,794
+163
55
$30.9M 0.38%
146,470
+2,189
56
$30.9M 0.38%
847,094
+372,650
57
$30.8M 0.38%
619,348
+135,686
58
$29.7M 0.36%
64,423
+903
59
$29.5M 0.36%
270,951
+13,946
60
$29.3M 0.36%
123,579
+7,402
61
$28.6M 0.35%
243,782
+30,657
62
$28.4M 0.35%
226,085
+1,607
63
$28.1M 0.34%
258,947
+23,769
64
$28.1M 0.34%
168,246
+470
65
$27.5M 0.34%
165,889
-3,922
66
$26.9M 0.33%
102,061
+13,288
67
$26.3M 0.32%
614,221
-46,652
68
$26M 0.32%
1,041,385
+36,526
69
$25.8M 0.32%
1,103,491
+162,604
70
$25.5M 0.31%
167,980
-16,030
71
$25.3M 0.31%
146,288
-5,868
72
$25.1M 0.31%
108,983
-3,409
73
$25M 0.31%
473,844
-108,307
74
$24.7M 0.3%
27,919
+1,358
75
$23.6M 0.29%
90,300
+7,791
1 2
3
4 5