IWC

Integrated Wealth Concepts Portfolio holdings

AUM $8.42B
1-Year Est. Return 17.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.65%
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
+$57.2M
2
+$55.4M
3
+$37.8M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$37.8M
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$37.2M

Top Sells

1
+$89.5M
2
+$49.4M
3
+$40.8M
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$36.1M
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
751
$683K 0.01%
13,077
+135
752
$682K 0.01%
18,522
-27,938
753
$682K 0.01%
14,500
+1,885
754
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+10,888
755
$675K 0.01%
+29,835
756
$674K 0.01%
+10,821
757
$673K 0.01%
+26,976
758
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14,316
-5,944
759
$665K 0.01%
12,348
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760
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20,582
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761
$664K 0.01%
8,238
+338
762
$663K 0.01%
59,203
+4,586
763
$660K 0.01%
13,200
+1,683
764
$659K 0.01%
+28,900
765
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3,707
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28,602
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768
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5,836
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769
$648K 0.01%
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770
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771
$646K 0.01%
10,087
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772
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+8,020
773
$643K 0.01%
17,203
774
$639K 0.01%
+27,906
775
$635K 0.01%
19,481
+9,793
29 30
31
32 33