IWC

Integrated Wealth Concepts Portfolio holdings

AUM $8.42B
1-Year Est. Return 17.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.85B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,400
New
Increased
Reduced
Closed

Top Buys

1
+$57.2M
2
+$55.4M
3
+$37.8M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$37.8M
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$37.2M

Top Sells

1
+$89.5M
2
+$49.4M
3
+$40.8M
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$36.1M
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$35M

Sector Composition

1 Technology 7.77%
2 Financials 3.69%
3 Healthcare 2.5%
4 Consumer Discretionary 2.42%
5 Industrials 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$468K 0.01%
40,603
+3,794
877
$465K 0.01%
8,797
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878
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2,067
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882
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6,179
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886
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887
$452K 0.01%
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5,489
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890
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5,582
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900
$436K 0.01%
3,012
-958
34 35
36
37 38