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
751
$217K 0.01%
+7,150
752
$217K 0.01%
3,582
+1
753
$216K 0.01%
+6,552
754
$215K 0.01%
+386
755
$214K 0.01%
+5,903
756
$214K 0.01%
3,690
-369
757
$214K 0.01%
1,652
-210
758
$212K 0.01%
+2,545
759
$212K 0.01%
+461
760
$212K 0.01%
2,578
+2
761
$211K 0.01%
+1,365
762
$211K 0.01%
4,797
-6,745
763
$211K 0.01%
+6,039
764
$208K 0.01%
557
-158
765
$207K 0.01%
+2,852
766
$206K 0.01%
1,949
-1,479
767
$205K 0.01%
+1,772
768
$205K 0.01%
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769
$204K 0.01%
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770
$204K 0.01%
2,618
-226
771
$203K 0.01%
2,027
-198
772
$202K 0.01%
12,000
773
$201K 0.01%
+926
774
$193K 0.01%
12,000
-1,500
775
$192K 0.01%
19,791
+200
29 30
31
32 33