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
776
$275K 0.01%
1,502
-910
777
$275K 0.01%
617
+87
778
$274K 0.01%
13,134
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779
$272K 0.01%
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780
$272K 0.01%
4,009
-3,969
781
$272K 0.01%
867
+406
782
$272K 0.01%
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783
$272K 0.01%
+16,700
784
$270K 0.01%
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785
$269K 0.01%
5,075
+1,385
786
$267K 0.01%
+157
787
$266K 0.01%
10,350
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788
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789
$264K 0.01%
13,007
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790
$264K 0.01%
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791
$262K 0.01%
11,667
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792
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793
$261K 0.01%
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794
$261K 0.01%
4,592
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795
$260K 0.01%
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796
$259K 0.01%
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797
$258K 0.01%
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798
$258K 0.01%
+4,678
799
$257K 0.01%
1,519
+52
800
$256K 0.01%
+4,644
30 31
32
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