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
$3.07B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$38.9M
3
+$37.9M
4
INDA icon
iShares MSCI India ETF
INDA
+$36.9M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.8M

Top Sells

1
+$36.6M
2
+$35.9M
3
+$35.8M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$35M
5
IYR icon
iShares US Real Estate ETF
IYR
+$34.6M

Sector Composition

1 Technology 6.36%
2 Financials 3.83%
3 Healthcare 3.09%
4 Consumer Discretionary 2.62%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$292K 0.01%
+3,660
752
$290K 0.01%
4,002
+1,213
753
$289K 0.01%
2,643
-541
754
$289K 0.01%
+8,325
755
$288K 0.01%
1,379
-102
756
$288K 0.01%
4,425
+340
757
$286K 0.01%
+9,715
758
$286K 0.01%
4,961
-42
759
$285K 0.01%
+3,527
760
$284K 0.01%
9,321
+290
761
$283K 0.01%
29,522
+12,360
762
$283K 0.01%
+9,248
763
$282K 0.01%
1,815
+35
764
$282K 0.01%
+11,655
765
$282K 0.01%
+2,940
766
$281K 0.01%
+9,671
767
$280K 0.01%
1,447
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768
$280K 0.01%
1,206
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769
$280K 0.01%
11,224
-87
770
$280K 0.01%
3,450
771
$279K 0.01%
7,690
772
$279K 0.01%
2,199
+475
773
$278K 0.01%
5,390
+52
774
$276K 0.01%
2,157
+310
775
$275K 0.01%
+5,093
29 30
31
32 33