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
1451
$251K ﹤0.01%
4,647
-453
1452
$250K ﹤0.01%
+2,093
1453
$250K ﹤0.01%
+4,957
1454
$250K ﹤0.01%
1,197
-91
1455
$250K ﹤0.01%
+6,527
1456
$249K ﹤0.01%
4,642
-843
1457
$249K ﹤0.01%
4,927
+51
1458
$247K ﹤0.01%
7,983
-1,210
1459
$246K ﹤0.01%
3,114
+411
1460
$246K ﹤0.01%
3,005
-8,443
1461
$246K ﹤0.01%
8,239
-1,718
1462
$245K ﹤0.01%
4,777
+268
1463
$245K ﹤0.01%
5,890
-482
1464
$244K ﹤0.01%
4,265
-341
1465
$244K ﹤0.01%
998
-1,126
1466
$243K ﹤0.01%
12,132
-990
1467
$243K ﹤0.01%
2,539
-197
1468
$243K ﹤0.01%
4,774
+801
1469
$242K ﹤0.01%
3,590
-9,751
1470
$242K ﹤0.01%
+6,841
1471
$241K ﹤0.01%
2,395
-694
1472
$241K ﹤0.01%
5,871
-640
1473
$240K ﹤0.01%
+4,749
1474
$240K ﹤0.01%
+3,761
1475
$239K ﹤0.01%
3,641
-426
57 58
59
60 61