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
$234M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1 +$18.4M
2 +$11.5M
3 +$9.83M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$9.58M
5
BND icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$214K 0.09%
+1,443
177
$213K 0.09%
+1,272
178
$213K 0.09%
+1,870
179
$213K 0.09%
+8,345
180
$209K 0.09%
+2,542
181
$208K 0.09%
+2,680
182
$207K 0.09%
+1,977
183
$207K 0.09%
+2,604
184
$202K 0.09%
+4,770
185
$202K 0.09%
+3,879
186
$201K 0.09%
+3,842
187
$186K 0.08%
+4,910
188
$179K 0.08%
+13,630
189
$123K 0.05%
+10,195
190
$104K 0.04%
+10,613