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
1126
$453K 0.01%
+9,042
1127
$452K 0.01%
10,826
+3,055
1128
$451K 0.01%
+10,337
1129
$449K 0.01%
3,832
+2
1130
$449K 0.01%
286
-34
1131
$449K 0.01%
5,126
-19
1132
$448K 0.01%
768
-30
1133
$448K 0.01%
9,063
+302
1134
$448K 0.01%
3,325
-214
1135
$446K 0.01%
34,352
-394
1136
$444K 0.01%
8,621
+1,148
1137
$443K 0.01%
3,413
1138
$442K 0.01%
3,277
+557
1139
$442K 0.01%
9,795
+193
1140
$442K 0.01%
7,659
-11,464
1141
$441K 0.01%
5,756
+365
1142
$441K 0.01%
8,630
1143
$441K 0.01%
3,015
-216
1144
$440K 0.01%
4,693
-403
1145
$438K 0.01%
41,466
-6,390
1146
$438K 0.01%
32,102
-4,242
1147
$437K 0.01%
1,649
-64
1148
$436K 0.01%
15,484
1149
$436K 0.01%
860
1150
$435K 0.01%
10,584
-3,714
44 45
46
47 48