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
$4.85B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,400
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$60.8M
3
+$38.9M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$38.2M
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$38.2M

Top Sells

1
+$90.7M
2
+$49.9M
3
+$41M
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$36.2M
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
776
$632K 0.01%
+8,777
777
$627K 0.01%
11,528
-36,138
778
$627K 0.01%
+1,991
779
$626K 0.01%
+6,827
780
$624K 0.01%
+39,566
781
$622K 0.01%
5,947
+1,946
782
$620K 0.01%
+9,623
783
$616K 0.01%
7,643
+2,149
784
$614K 0.01%
31,991
+20,943
785
$612K 0.01%
+11,059
786
$608K 0.01%
4,189
787
$604K 0.01%
1,354
+339
788
$603K 0.01%
+90,463
789
$603K 0.01%
5,729
+3,510
790
$602K 0.01%
22,567
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791
$601K 0.01%
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792
$601K 0.01%
7,217
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793
$601K 0.01%
20,672
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794
$600K 0.01%
26,461
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795
$599K 0.01%
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796
$598K 0.01%
3,032
+866
797
$598K 0.01%
22,702
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798
$596K 0.01%
8,022
+1,123
799
$595K 0.01%
+21,560
800
$593K 0.01%
32,705
-76,205
30 31
32
33 34