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
726
$728K 0.02%
5,314
-14,397
727
$727K 0.02%
14,345
+275
728
$723K 0.01%
+28,227
729
$722K 0.01%
3,318
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730
$721K 0.01%
36,434
+9,158
731
$719K 0.01%
103,839
732
$717K 0.01%
34,739
+6,301
733
$711K 0.01%
3,478
-76
734
$708K 0.01%
+7,128
735
$707K 0.01%
+23,242
736
$707K 0.01%
18,945
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737
$706K 0.01%
11,766
+6,480
738
$706K 0.01%
4,576
+729
739
$703K 0.01%
+20,782
740
$701K 0.01%
18,794
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741
$697K 0.01%
9,141
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742
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743
$695K 0.01%
20,319
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744
$694K 0.01%
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745
$688K 0.01%
25,826
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746
$687K 0.01%
5,020
-9,782
747
$687K 0.01%
11,008
+4,732
748
$685K 0.01%
23,305
+13,555
749
$684K 0.01%
25,345
-3,462
750
$683K 0.01%
3,246
+62
28 29
30
31 32