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
$6.1B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,697
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$53M
3
+$41.3M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$34.9M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$26.3M

Top Sells

1
+$87.8M
2
+$36.4M
3
+$28.1M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$26M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$25.6M

Sector Composition

1 Technology 8.48%
2 Financials 3.69%
3 Consumer Discretionary 2.7%
4 Healthcare 2.53%
5 Industrials 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$353K 0.01%
1,715
-27
1177
$353K 0.01%
10,744
-2,248
1178
$352K 0.01%
9,994
+949
1179
$352K 0.01%
19,520
-17,227
1180
$352K 0.01%
1,547
-53
1181
$350K 0.01%
1,556
-1,376
1182
$350K 0.01%
7,088
-1,595
1183
$349K 0.01%
4,011
1184
$349K 0.01%
3,755
1185
$348K 0.01%
+16,100
1186
$348K 0.01%
16,888
-3,647
1187
$347K 0.01%
2,956
-527
1188
$346K 0.01%
4,153
-3,911
1189
$345K 0.01%
5,001
+660
1190
$345K 0.01%
8,534
-20
1191
$344K 0.01%
5,941
1192
$344K 0.01%
6,748
-1,317
1193
$343K 0.01%
5,806
-363
1194
$343K 0.01%
39,376
-162,882
1195
$342K 0.01%
+15,267
1196
$342K 0.01%
2,707
+446
1197
$342K 0.01%
+13,554
1198
$342K 0.01%
20,114
-17,765
1199
$340K 0.01%
3,770
-2,264
1200
$340K 0.01%
3,130
-328
46 47
48
49 50