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
1101
$482K 0.01%
4,257
+349
1102
$481K 0.01%
1,397
+7
1103
$481K 0.01%
2,113
-93
1104
$477K 0.01%
2,654
+14
1105
$477K 0.01%
1,696
-37
1106
$476K 0.01%
13,731
+267
1107
$475K 0.01%
4,811
+11
1108
$473K 0.01%
41,719
-1
1109
$472K 0.01%
12,890
+418
1110
$471K 0.01%
27,174
+271
1111
$471K 0.01%
39,637
+89
1112
$470K 0.01%
5,645
+1,375
1113
$469K 0.01%
6,326
-596
1114
$467K 0.01%
4,581
+5
1115
$467K 0.01%
1,453
-285
1116
$464K 0.01%
1,712
-59
1117
$462K 0.01%
7,775
+65
1118
$462K 0.01%
4,250
-131
1119
$460K 0.01%
6,540
-1,519
1120
$460K 0.01%
1,577
-311
1121
$459K 0.01%
5,680
+112
1122
$459K 0.01%
13,066
+1,289
1123
$457K 0.01%
4,074
-437
1124
$456K 0.01%
17,076
+388
1125
$456K 0.01%
5,953
+6
43 44
45
46 47