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
876
$830K 0.01%
9,908
+677
877
$826K 0.01%
+8,300
878
$825K 0.01%
19,264
-7
879
$824K 0.01%
14,292
-639
880
$822K 0.01%
98,668
+10,117
881
$819K 0.01%
863
-1,251
882
$817K 0.01%
25,658
+1,031
883
$816K 0.01%
20,074
+2,419
884
$815K 0.01%
6,930
+213
885
$814K 0.01%
17,495
-8
886
$810K 0.01%
35,022
+3,962
887
$809K 0.01%
11,474
-698
888
$807K 0.01%
7,765
-826
889
$805K 0.01%
4,759
+3
890
$800K 0.01%
13,466
-1,035
891
$799K 0.01%
19,622
-1,236
892
$799K 0.01%
38,035
-5,764
893
$797K 0.01%
9,110
+153
894
$791K 0.01%
6,390
+585
895
$791K 0.01%
251
-7
896
$791K 0.01%
18,797
+807
897
$791K 0.01%
16,284
898
$787K 0.01%
2,716
+1,869
899
$786K 0.01%
748
+214
900
$786K 0.01%
8,872
+2,500
34 35
36
37 38