IWC
Integrated Wealth Concepts Portfolio holdings
AUM
$9.97B
1-Year Return
14.43%
This Quarter Return
+0.84%
1 Year Return
+14.43%
3 Year Return
+55.29%
5 Year Return
+91.52%
10 Year Return
–
AUM
$8.61B
AUM Growth
+$401M
(+4.9%)
Cap. Flow
+$416M
Cap. Flow
% of AUM
4.84%
Top 10 Holdings %
Top 10 Hldgs %
19.7%
Holding
1,809
New
139
Increased
920
Reduced
597
Closed
96
Top Buys
| 1 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$38.9M |
| 2 |
iShares US Equity Factor ETF
LRGF
|
$22.7M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$21.2M |
| 4 |
Aptus Defined Risk ETF
DRSK
|
$21.2M |
| 5 |
BlackRock Flexible Income ETF
BINC
|
$18.3M |
Top Sells
Sector Composition
| 1 | Technology | 9.51% |
| 2 | Financials | 3.71% |
| 3 | Consumer Discretionary | 2.87% |
| 4 | Healthcare | 2.09% |
| 5 | Industrials | 2.05% |
