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
$6.1B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,697
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$53M
3
+$41.3M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$34.9M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$26.3M

Top Sells

1
+$87.8M
2
+$36.4M
3
+$28.1M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$26M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$25.6M

Sector Composition

1 Technology 8.48%
2 Financials 3.69%
3 Consumer Discretionary 2.7%
4 Healthcare 2.53%
5 Industrials 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$720K 0.01%
10,296
-1,233
852
$719K 0.01%
16,849
853
$718K 0.01%
+5,654
854
$717K 0.01%
+15,315
855
$716K 0.01%
1,234
+7
856
$716K 0.01%
7,937
-492
857
$716K 0.01%
5,767
+75
858
$712K 0.01%
9,638
859
$707K 0.01%
6,748
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860
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12,476
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861
$706K 0.01%
20,582
862
$704K 0.01%
20,398
-16,376
863
$703K 0.01%
16,975
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864
$701K 0.01%
14,572
-128
865
$698K 0.01%
8,740
866
$698K 0.01%
23,429
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867
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11,321
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868
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23,805
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869
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870
$690K 0.01%
29,981
871
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15,050
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872
$689K 0.01%
4,749
+23
873
$683K 0.01%
18,555
+349
874
$683K 0.01%
28,185
+121
875
$681K 0.01%
22,869
33 34
35
36 37