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
1251
$344K ﹤0.01%
1,573
+48
1252
$344K ﹤0.01%
4,108
-595
1253
$344K ﹤0.01%
7,393
+162
1254
$343K ﹤0.01%
14,460
+19
1255
$342K ﹤0.01%
3,205
-228
1256
$342K ﹤0.01%
7,711
+970
1257
$341K ﹤0.01%
2,305
+244
1258
$341K ﹤0.01%
2,853
1259
$341K ﹤0.01%
+4,561
1260
$339K ﹤0.01%
+8,924
1261
$339K ﹤0.01%
669
-9
1262
$339K ﹤0.01%
2,593
-339
1263
$338K ﹤0.01%
5,495
-54,699
1264
$337K ﹤0.01%
13,156
+22
1265
$337K ﹤0.01%
10,483
-174
1266
$335K ﹤0.01%
50,206
+1,290
1267
$335K ﹤0.01%
+7,475
1268
$335K ﹤0.01%
+5,857
1269
$334K ﹤0.01%
8,154
-43
1270
$332K ﹤0.01%
8,821
1271
$332K ﹤0.01%
16,203
+6
1272
$332K ﹤0.01%
1,603
+17
1273
$332K ﹤0.01%
2,740
-143
1274
$332K ﹤0.01%
12,424
-250
1275
$331K ﹤0.01%
4,229
49 50
51
52 53