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
1176
$407K 0.01%
2,273
+5
1177
$404K ﹤0.01%
17,199
+27
1178
$403K ﹤0.01%
49,352
-1,191
1179
$403K ﹤0.01%
24,048
+229
1180
$402K ﹤0.01%
+28,625
1181
$402K ﹤0.01%
1,646
+130
1182
$401K ﹤0.01%
31,762
+6
1183
$400K ﹤0.01%
2,664
-136
1184
$400K ﹤0.01%
17,264
-963
1185
$400K ﹤0.01%
9,508
-19
1186
$399K ﹤0.01%
1,674
-87
1187
$399K ﹤0.01%
15,518
+932
1188
$399K ﹤0.01%
3,662
+438
1189
$399K ﹤0.01%
1,644
-63
1190
$398K ﹤0.01%
44,410
-46,556
1191
$397K ﹤0.01%
7,359
+1,228
1192
$396K ﹤0.01%
6,169
-526
1193
$395K ﹤0.01%
105,776
+39
1194
$394K ﹤0.01%
9,041
-5,491
1195
$393K ﹤0.01%
14,584
+6,333
1196
$392K ﹤0.01%
5,233
-321
1197
$390K ﹤0.01%
2,990
+135
1198
$389K ﹤0.01%
10,160
1199
$389K ﹤0.01%
17,551
+1,123
1200
$387K ﹤0.01%
3,624
-15
46 47
48
49 50