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
$8.21B
AUM Growth
+$885M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,742
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$40.8M
3
+$32.7M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$31.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$28.4M

Top Sells

1
+$25.3M
2
+$10.5M
3
+$9.13M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.2M

Sector Composition

1 Technology 8.81%
2 Financials 3.28%
3 Consumer Discretionary 2.43%
4 Healthcare 2.3%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.12M 0.01%
4,706
-6
752
$1.11M 0.01%
+21,517
753
$1.11M 0.01%
96,019
-590
754
$1.11M 0.01%
10,691
+30
755
$1.11M 0.01%
32,240
-8,253
756
$1.11M 0.01%
50,175
-596
757
$1.11M 0.01%
29,746
-1,534
758
$1.11M 0.01%
14,989
-1,183
759
$1.1M 0.01%
10,007
-313
760
$1.1M 0.01%
4,193
-96
761
$1.1M 0.01%
5,346
-230
762
$1.1M 0.01%
34,961
-544
763
$1.1M 0.01%
23,100
+1,271
764
$1.1M 0.01%
6,678
+1,472
765
$1.09M 0.01%
40,083
-1,846
766
$1.09M 0.01%
106,669
+1,190
767
$1.09M 0.01%
16,795
+169
768
$1.08M 0.01%
12,240
+36
769
$1.08M 0.01%
53,849
-59
770
$1.07M 0.01%
11,841
+1,927
771
$1.07M 0.01%
14,612
+169
772
$1.07M 0.01%
2,574
+88
773
$1.07M 0.01%
20,357
-3,620
774
$1.07M 0.01%
6,705
+4,053
775
$1.07M 0.01%
15,924
-465
29 30
31
32 33