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
876
$213K 0.01%
+7,423
877
$212K 0.01%
+805
878
$212K 0.01%
+4,339
879
$212K 0.01%
+3,044
880
$211K 0.01%
+3,522
881
$211K 0.01%
+6,740
882
$211K 0.01%
1,265
-106
883
$209K 0.01%
+2,981
884
$209K 0.01%
3,453
-129
885
$209K 0.01%
+6,348
886
$208K 0.01%
3,154
887
$208K 0.01%
+1,241
888
$207K 0.01%
+1,463
889
$207K 0.01%
+6,540
890
$206K 0.01%
6,082
-708
891
$206K 0.01%
2,078
+51
892
$206K 0.01%
+7,944
893
$206K 0.01%
+4,171
894
$205K 0.01%
2,358
-471
895
$205K 0.01%
4,844
+47
896
$204K 0.01%
+2,589
897
$204K 0.01%
1,772
898
$203K 0.01%
1,362
-236
899
$203K 0.01%
+1,027
900
$203K 0.01%
+1,663
34 35
36
37 38