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
1201
$339K 0.01%
9,242
+1,454
1202
$339K 0.01%
421
-103
1203
$338K 0.01%
+1,318
1204
$338K 0.01%
5,431
+262
1205
$337K 0.01%
24,540
-25
1206
$337K 0.01%
23,398
+1,806
1207
$336K 0.01%
4,429
-274
1208
$335K 0.01%
16,717
+275
1209
$335K 0.01%
6,292
+2
1210
$334K 0.01%
31,691
-581
1211
$334K 0.01%
4,148
+31
1212
$334K 0.01%
8,614
-2,566
1213
$331K 0.01%
10,097
-1,230
1214
$331K 0.01%
+11,112
1215
$330K 0.01%
+6,435
1216
$330K 0.01%
28,838
-11,765
1217
$330K 0.01%
1,731
+16
1218
$329K 0.01%
+12,196
1219
$329K 0.01%
15,875
-45,232
1220
$327K 0.01%
841
+7
1221
$327K 0.01%
837
-64
1222
$327K 0.01%
10,361
-4
1223
$327K 0.01%
+1,877
1224
$326K 0.01%
3,907
-208
1225
$325K 0.01%
3,895
-4,370
47 48
49
50 51