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
901
$786K 0.01%
2,767
-407
902
$780K 0.01%
6,446
-82
903
$780K 0.01%
1,007
-852
904
$776K 0.01%
+10,726
905
$774K 0.01%
27,813
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906
$772K 0.01%
1,977
-162
907
$771K 0.01%
28,711
+261
908
$771K 0.01%
11,892
-5,159
909
$767K 0.01%
7,714
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910
$767K 0.01%
6,654
-271
911
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10,488
-771
912
$766K 0.01%
6,458
+555
913
$763K 0.01%
5,956
-646
914
$761K 0.01%
2,537
-206
915
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6,415
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916
$760K 0.01%
15,611
+1,751
917
$759K 0.01%
33,441
+3,145
918
$759K 0.01%
7,909
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919
$757K 0.01%
12,203
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920
$755K 0.01%
16,027
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921
$749K 0.01%
22,131
-37,489
922
$748K 0.01%
7,104
+1,792
923
$747K 0.01%
+9,062
924
$746K 0.01%
31,710
+7,107
925
$745K 0.01%
7,344
-27
35 36
37
38 39