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
801
$1M 0.01%
7,560
+4,488
802
$1M 0.01%
6,180
-30
803
$995K 0.01%
39,344
-10,320
804
$993K 0.01%
55,055
+1,213
805
$991K 0.01%
5,811
-1,631
806
$986K 0.01%
7,411
+545
807
$985K 0.01%
41,582
+4,211
808
$984K 0.01%
16,619
-43
809
$982K 0.01%
19,428
+31
810
$980K 0.01%
4,103
-130
811
$979K 0.01%
19,226
+6,938
812
$978K 0.01%
4,870
+58
813
$975K 0.01%
20,521
-6,630
814
$974K 0.01%
9,397
-29
815
$972K 0.01%
27,456
-1,006
816
$970K 0.01%
11,466
+2,213
817
$966K 0.01%
37,678
+11,145
818
$960K 0.01%
9,814
+187
819
$959K 0.01%
40,312
+891
820
$958K 0.01%
126,722
+13,494
821
$956K 0.01%
4,107
+44
822
$955K 0.01%
16,420
+1,770
823
$950K 0.01%
13,355
+1,002
824
$949K 0.01%
20,257
+160
825
$944K 0.01%
80,035
-68
31 32
33
34 35