IWC

Integrated Wealth Concepts Portfolio holdings

AUM $9.97B
1-Year Est. Return 14.43%
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.67B
AUM Growth
-$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,653
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.91%
2 Financials 3.72%
3 Consumer Discretionary 2.72%
4 Healthcare 2.68%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
-26,130
1652
-11,431
1653
-10,187