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
1176
$228K ﹤0.01%
+3,341
1177
$228K ﹤0.01%
+1,970
1178
$227K ﹤0.01%
+16,212
1179
$226K ﹤0.01%
+5,262
1180
$226K ﹤0.01%
6,782
-232
1181
$226K ﹤0.01%
492
-3
1182
$224K ﹤0.01%
+5,148
1183
$223K ﹤0.01%
+8,071
1184
$222K ﹤0.01%
18,200
1185
$222K ﹤0.01%
+17,707
1186
$221K ﹤0.01%
+5,923
1187
$221K ﹤0.01%
+18,509
1188
$219K ﹤0.01%
+18,870
1189
$219K ﹤0.01%
+1,639
1190
$218K ﹤0.01%
1,106
+7
1191
$217K ﹤0.01%
+8,504
1192
$217K ﹤0.01%
+2,722
1193
$217K ﹤0.01%
+5,141
1194
$215K ﹤0.01%
+5,497
1195
$215K ﹤0.01%
+4,535
1196
$215K ﹤0.01%
+2,394
1197
$215K ﹤0.01%
+7,110
1198
$215K ﹤0.01%
+12,925
1199
$214K ﹤0.01%
+4,079
1200
$213K ﹤0.01%
+789
46 47
48
49 50