IWC
Integrated Wealth Concepts Portfolio holdings
AUM
$9.97B
1-Year Return
14.43%
This Quarter Return
+4.37%
1 Year Return
+14.43%
3 Year Return
+55.29%
5 Year Return
+91.52%
10 Year Return
–
AUM
$234M
AUM Growth
–
Cap. Flow
+$234M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
41.04%
Holding
191
New
190
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$18.4M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$11.5M |
| 3 |
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
|
$9.83M |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
$9.58M |
| 5 |
Vanguard Total Bond Market
BND
|
$9.01M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.74% |
| 2 | Financials | 2.63% |
| 3 | Healthcare | 2.56% |
| 4 | Communication Services | 2.13% |
| 5 | Consumer Staples | 1.46% |
