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
826
$942K 0.01%
19,973
-2,517
827
$939K 0.01%
16,559
-754
828
$937K 0.01%
3,680
-66
829
$935K 0.01%
17,501
-2,374
830
$935K 0.01%
2,406
-120
831
$934K 0.01%
11,638
+6,965
832
$931K 0.01%
12,005
+1,088
833
$929K 0.01%
19,949
-533
834
$927K 0.01%
4,030
+118
835
$926K 0.01%
17,752
+882
836
$926K 0.01%
106,176
+3,365
837
$926K 0.01%
2,152
-344
838
$925K 0.01%
19,695
+2,885
839
$921K 0.01%
1,580
+1,008
840
$919K 0.01%
18,893
+6,025
841
$917K 0.01%
1,995
+472
842
$917K 0.01%
62,392
+800
843
$914K 0.01%
17,904
+80
844
$913K 0.01%
28,862
+20,395
845
$913K 0.01%
6,534
-179
846
$913K 0.01%
4,949
+47
847
$911K 0.01%
20,320
-1,336
848
$907K 0.01%
4,394
+8
849
$905K 0.01%
9,081
+5,140
850
$901K 0.01%
17,928
+1,632
32 33
34
35 36