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
$2.82B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$35.9M
3
+$35.4M
4
IYR icon
iShares US Real Estate ETF
IYR
+$34.8M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$24.4M

Top Sells

1
+$42.4M
2
+$35M
3
+$33.6M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$33.2M
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$32.5M

Sector Composition

1 Technology 5.13%
2 Financials 3.48%
3 Healthcare 2.77%
4 Consumer Discretionary 2.54%
5 Communication Services 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$233K 0.01%
+6,052
727
$233K 0.01%
+7,468
728
$233K 0.01%
6,000
-836
729
$232K 0.01%
+7,409
730
$231K 0.01%
2,976
-138
731
$231K 0.01%
+10,664
732
$230K 0.01%
+3,042
733
$229K 0.01%
1,848
-57
734
$228K 0.01%
13,583
+6
735
$228K 0.01%
+5,948
736
$226K 0.01%
+1,467
737
$226K 0.01%
3,949
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738
$224K 0.01%
+1,876
739
$223K 0.01%
2,789
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740
$223K 0.01%
1,371
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741
$221K 0.01%
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742
$221K 0.01%
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743
$221K 0.01%
863
744
$219K 0.01%
+3,756
745
$219K 0.01%
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746
$219K 0.01%
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747
$219K 0.01%
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748
$219K 0.01%
2,203
-134
749
$218K 0.01%
2,910
-34
750
$217K 0.01%
+1,422
28 29
30
31 32