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
776
$1.07M 0.01%
9,545
-7,058
777
$1.07M 0.01%
15,093
-10
778
$1.06M 0.01%
20,974
-3,592
779
$1.06M 0.01%
46,857
+1,254
780
$1.06M 0.01%
41,796
+2,166
781
$1.05M 0.01%
18,139
+6,495
782
$1.05M 0.01%
18,269
-4,503
783
$1.05M 0.01%
12,246
-1,142
784
$1.05M 0.01%
43,296
+986
785
$1.04M 0.01%
21,307
-2,815
786
$1.04M 0.01%
35,548
-6,230
787
$1.04M 0.01%
13,530
-1,558
788
$1.03M 0.01%
25,975
-812
789
$1.03M 0.01%
8,144
-3,592
790
$1.03M 0.01%
29,084
-249
791
$1.03M 0.01%
15,640
-3,208
792
$1.03M 0.01%
8,248
-1,039
793
$1.02M 0.01%
20,170
-636
794
$1.02M 0.01%
9,173
+211
795
$1.01M 0.01%
22,509
+840
796
$1.01M 0.01%
16,270
-173
797
$1.01M 0.01%
19,343
-508
798
$1.01M 0.01%
7,608
-171
799
$1.01M 0.01%
17,491
+2,256
800
$1M 0.01%
4,489
+126
30 31
32
33 34