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
$8.61B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,809
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$22.7M
3
+$21.2M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$21.2M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$18.3M

Top Sells

1
+$37.3M
2
+$30.3M
3
+$23.1M
4
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$18.2M
5
OEF icon
iShares S&P 100 ETF
OEF
+$16.7M

Sector Composition

1 Technology 9.51%
2 Financials 3.73%
3 Consumer Discretionary 2.87%
4 Healthcare 2.09%
5 Industrials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$886K 0.01%
20,961
+1,697
877
$886K 0.01%
6,605
+71
878
$882K 0.01%
18,042
+65
879
$879K 0.01%
39,532
-3,764
880
$879K 0.01%
1,382
+27
881
$878K 0.01%
12,056
-105
882
$873K 0.01%
12,061
-185
883
$871K 0.01%
9,472
-535
884
$868K 0.01%
1,832
-1,320
885
$866K 0.01%
9,379
-166
886
$865K 0.01%
1,933
+190
887
$863K 0.01%
16,256
-164
888
$859K 0.01%
10,639
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889
$858K 0.01%
6,505
+333
890
$852K 0.01%
38,041
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891
$852K 0.01%
11,511
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892
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18,132
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893
$842K 0.01%
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894
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9,375
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895
$838K 0.01%
77,049
-2,986
896
$836K 0.01%
45,583
+10,901
897
$833K 0.01%
657
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898
$833K 0.01%
11,184
+1,361
899
$831K 0.01%
6,029
+1,560
900
$828K 0.01%
1,163
+415
34 35
36
37 38