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
1551
$60.6K ﹤0.01%
13,499
-100
1552
$59.3K ﹤0.01%
1,236
-39
1553
$58.2K ﹤0.01%
11,000
1554
$56.5K ﹤0.01%
+1,118
1555
$56.1K ﹤0.01%
14,600
+1,000
1556
$54.4K ﹤0.01%
+32,000
1557
$52.8K ﹤0.01%
13,675
1558
$52.2K ﹤0.01%
13,277
+1,000
1559
$51.5K ﹤0.01%
+10,000
1560
$51K ﹤0.01%
25,021
1561
$49.4K ﹤0.01%
1,884
-416
1562
$49.2K ﹤0.01%
18,306
1563
$48.6K ﹤0.01%
15,000
+5,000
1564
$46K ﹤0.01%
26,000
1565
$45.3K ﹤0.01%
3,261
-23
1566
$41.9K ﹤0.01%
10,850
1567
$38K ﹤0.01%
1,550
+500
1568
$37.1K ﹤0.01%
+10,539
1569
$35.6K ﹤0.01%
+11,025
1570
$35K ﹤0.01%
25,000
1571
$32.4K ﹤0.01%
+1,175
1572
$30.5K ﹤0.01%
10,000
1573
$30.3K ﹤0.01%
+10,066
1574
$29K ﹤0.01%
10,350
+350
1575
$28.9K ﹤0.01%
40,000
61 62
63
64 65