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
1376
$241K ﹤0.01%
2,023
-8
1377
$240K ﹤0.01%
+3,623
1378
$240K ﹤0.01%
+1,440
1379
$239K ﹤0.01%
5,365
-426
1380
$239K ﹤0.01%
+4,158
1381
$239K ﹤0.01%
8,843
-756
1382
$237K ﹤0.01%
+3,425
1383
$237K ﹤0.01%
6,025
-97,188
1384
$237K ﹤0.01%
30,788
-3,334
1385
$237K ﹤0.01%
+9,248
1386
$236K ﹤0.01%
8,000
-400
1387
$236K ﹤0.01%
+1,136
1388
$235K ﹤0.01%
715
-4
1389
$235K ﹤0.01%
11,850
1390
$235K ﹤0.01%
8,668
-10,277
1391
$235K ﹤0.01%
13,863
-3,390
1392
$235K ﹤0.01%
+3,992
1393
$235K ﹤0.01%
5,300
-20,016
1394
$234K ﹤0.01%
5,520
+1,105
1395
$234K ﹤0.01%
2,361
-674
1396
$233K ﹤0.01%
+4,755
1397
$233K ﹤0.01%
926
+57
1398
$233K ﹤0.01%
+8,418
1399
$232K ﹤0.01%
21,056
1400
$231K ﹤0.01%
4,777
-17,344
54 55
56
57 58