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
$4.85B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,400
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$60.8M
3
+$38.9M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$38.2M
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$38.2M

Top Sells

1
+$90.7M
2
+$49.9M
3
+$41M
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$36.2M
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$35M

Sector Composition

1 Technology 7.77%
2 Financials 3.69%
3 Healthcare 2.5%
4 Consumer Discretionary 2.42%
5 Industrials 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$270K 0.01%
+1,843
1102
$269K 0.01%
+3,675
1103
$269K 0.01%
+1,580
1104
$268K 0.01%
+3,524
1105
$268K 0.01%
27,002
-32
1106
$267K 0.01%
+7,534
1107
$267K 0.01%
+1,487
1108
$265K 0.01%
4,864
+7
1109
$264K 0.01%
+4,389
1110
$264K 0.01%
15,199
-76
1111
$263K 0.01%
+8,452
1112
$263K 0.01%
3,699
-871
1113
$263K 0.01%
+7,638
1114
$263K 0.01%
+1,428
1115
$263K 0.01%
15,266
+732
1116
$262K 0.01%
+2,983
1117
$262K 0.01%
4,635
+690
1118
$261K 0.01%
+4,603
1119
$261K 0.01%
15,104
+43
1120
$260K 0.01%
16,225
+1,989
1121
$259K 0.01%
22,801
+1,832
1122
$259K 0.01%
11,421
+998
1123
$259K 0.01%
+3,919
1124
$258K 0.01%
+4,219
1125
$258K 0.01%
+11,312
43 44
45
46 47