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
851
$222K 0.01%
2,591
+46
852
$222K 0.01%
+20,225
853
$221K 0.01%
+8,848
854
$221K 0.01%
+1,307
855
$221K 0.01%
1,493
-3,395
856
$221K 0.01%
+8,293
857
$220K 0.01%
+805
858
$219K 0.01%
338
-48
859
$218K 0.01%
5,960
-79
860
$218K 0.01%
+4,979
861
$218K 0.01%
1,528
-50
862
$218K 0.01%
+4,779
863
$217K 0.01%
+5,591
864
$216K 0.01%
2,984
-15,091
865
$216K 0.01%
+1,340
866
$215K 0.01%
+1,680
867
$215K 0.01%
+15,443
868
$215K 0.01%
+6,047
869
$215K 0.01%
+2,624
870
$214K 0.01%
+6,570
871
$214K 0.01%
3,576
872
$213K 0.01%
+21,825
873
$213K 0.01%
+713
874
$213K 0.01%
+6,398
875
$213K 0.01%
+806
33 34
35
36 37