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
1426
$218K ﹤0.01%
+8,992
1427
$218K ﹤0.01%
3,008
-1,371
1428
$217K ﹤0.01%
+2,314
1429
$216K ﹤0.01%
4,218
-377
1430
$216K ﹤0.01%
38,625
+5,743
1431
$216K ﹤0.01%
+2,335
1432
$216K ﹤0.01%
+3,728
1433
$216K ﹤0.01%
+6,682
1434
$215K ﹤0.01%
6,434
1435
$215K ﹤0.01%
7,956
-23,368
1436
$214K ﹤0.01%
+3,419
1437
$214K ﹤0.01%
+11,311
1438
$214K ﹤0.01%
+13,013
1439
$214K ﹤0.01%
+10,322
1440
$213K ﹤0.01%
3,587
-16
1441
$213K ﹤0.01%
+12,789
1442
$213K ﹤0.01%
+11,463
1443
$212K ﹤0.01%
+2,125
1444
$212K ﹤0.01%
+8,395
1445
$210K ﹤0.01%
+9,416
1446
$209K ﹤0.01%
9,193
-15
1447
$209K ﹤0.01%
1,500
+98
1448
$208K ﹤0.01%
+2,384
1449
$206K ﹤0.01%
3,001
+143
1450
$206K ﹤0.01%
+2,163
56 57
58
59 60