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
976
$651K 0.01%
21,501
+732
977
$650K 0.01%
5,106
+220
978
$649K 0.01%
1,726
+903
979
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17,709
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980
$642K 0.01%
2,336
+22
981
$642K 0.01%
1,743
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982
$642K 0.01%
6,208
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983
$641K 0.01%
14,185
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984
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7,159
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985
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23,556
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31,052
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987
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16,906
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988
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31,990
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989
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8,129
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990
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16,310
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11,971
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992
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46,507
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7,051
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994
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4,324
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995
$622K 0.01%
7,165
-129
996
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13,107
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997
$614K 0.01%
4,739
-596
998
$613K 0.01%
17,887
+3,949
999
$613K 0.01%
3,245
-294
1000
$611K 0.01%
27,569
-2,239
38 39
40
41 42