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
926
$740K 0.01%
33,497
+18,644
927
$737K 0.01%
14,518
-2,253
928
$732K 0.01%
11,490
-16
929
$729K 0.01%
18,657
-1,234
930
$729K 0.01%
25,899
+3,476
931
$727K 0.01%
16,390
-1,185
932
$726K 0.01%
6,336
-149
933
$725K 0.01%
34,599
+4,074
934
$721K 0.01%
56,482
-534
935
$720K 0.01%
1,837
+900
936
$719K 0.01%
3,706
+125
937
$716K 0.01%
9,931
+139
938
$715K 0.01%
7,460
+717
939
$715K 0.01%
13,002
+511
940
$714K 0.01%
688
+4
941
$713K 0.01%
29,951
+1,526
942
$703K 0.01%
27,591
+1
943
$701K 0.01%
8,342
-347
944
$699K 0.01%
25,581
-2,079
945
$699K 0.01%
6,345
-1,063
946
$696K 0.01%
4,332
-303
947
$695K 0.01%
17,006
-346
948
$694K 0.01%
8,454
-432
949
$694K 0.01%
6,685
-396
950
$691K 0.01%
1
36 37
38
39 40