IWC
Integrated Wealth Concepts Portfolio holdings
AUM
$8.42B
1-Year Est. Return
17.65%
This Fund
S&P 500
1 Year Est. Return
+17.65%
AUM
$3.13B
AUM Growth
-$81.5M
(-2.5%)
Holding
1,036
Top Buys
| 1 | +$32.7M | |
| 2 | +$32.7M | |
| 3 | +$32M | |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$16.7M |
| 5 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$10.4M |
Top Sells
| 1 | +$34.8M | |
| 2 | +$30.5M | |
| 3 | +$29M | |
| 4 |
iShares MSCI Canada ETF
EWC
|
+$28.3M |
| 5 |
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
|
+$16.7M |
Sector Composition
| 1 | Technology | 5.17% |
| 2 | Healthcare | 2.87% |
| 3 | Financials | 2.71% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Consumer Staples | 1.72% |