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
1276
$107K ﹤0.01%
+4,080
1277
$97K ﹤0.01%
+10,267
1278
$94K ﹤0.01%
15,000
1279
$91K ﹤0.01%
25,424
+3,907
1280
$90K ﹤0.01%
6,675
1281
$90K ﹤0.01%
14,885
+2,027
1282
$89K ﹤0.01%
+11,029
1283
$84K ﹤0.01%
10,417
1284
$82K ﹤0.01%
+14,000
1285
$82K ﹤0.01%
2,073
-17
1286
$81K ﹤0.01%
+10,384
1287
$81K ﹤0.01%
+13,116
1288
$80K ﹤0.01%
+702
1289
$78K ﹤0.01%
10,000
1290
$77K ﹤0.01%
+1,000
1291
$76K ﹤0.01%
+13,940
1292
$75K ﹤0.01%
10,350
1293
$74K ﹤0.01%
+750
1294
$72K ﹤0.01%
11,500
1295
$71K ﹤0.01%
44,987
1296
$66K ﹤0.01%
2,620
+285
1297
$65K ﹤0.01%
+11,173
1298
$65K ﹤0.01%
+44,500
1299
$63K ﹤0.01%
+21,000
1300
$61K ﹤0.01%
+37,000
50 51
52
53 54