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
851
$901K 0.01%
14,691
-19
852
$900K 0.01%
30,461
-646
853
$895K 0.01%
18,670
+2,633
854
$891K 0.01%
12,161
-33,943
855
$890K 0.01%
7,735
-458
856
$887K 0.01%
4,468
+101
857
$882K 0.01%
15,327
-1,020
858
$882K 0.01%
17,977
+345
859
$878K 0.01%
34,556
-3,060
860
$877K 0.01%
25,210
+6,855
861
$872K 0.01%
36,461
+4,376
862
$870K 0.01%
3,499
-36
863
$866K 0.01%
6,172
-5
864
$866K 0.01%
16,068
-38,375
865
$865K 0.01%
2,266
+177
866
$862K 0.01%
17,168
+8,913
867
$857K 0.01%
15,107
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868
$856K 0.01%
1,355
-28
869
$853K 0.01%
73,037
+4,007
870
$848K 0.01%
1,885
+19
871
$847K 0.01%
25,637
-285
872
$845K 0.01%
35,853
+3,489
873
$842K 0.01%
38,968
+3,508
874
$836K 0.01%
3,395
+1,525
875
$834K 0.01%
12,593
+457
33 34
35
36 37