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
$8.21B
AUM Growth
+$885M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,742
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$40.8M
3
+$32.7M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$31.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$28.4M

Top Sells

1
+$25.3M
2
+$10.5M
3
+$9.13M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.2M

Sector Composition

1 Technology 8.81%
2 Financials 3.28%
3 Consumer Discretionary 2.43%
4 Healthcare 2.3%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.55M 0.12%
358,226
+14,132
177
$9.53M 0.12%
412,295
+25,109
178
$9.53M 0.12%
197,592
-8,374
179
$9.47M 0.12%
493,451
-17,742
180
$9.47M 0.12%
358,251
+15,013
181
$9.39M 0.11%
193,353
+9,500
182
$9.38M 0.11%
69,249
+1,758
183
$9.35M 0.11%
321,439
+209,127
184
$9.25M 0.11%
81,479
-442
185
$9.2M 0.11%
191,038
+162,389
186
$8.94M 0.11%
157,868
-970
187
$8.91M 0.11%
198,496
-1,853
188
$8.88M 0.11%
83,668
-6,552
189
$8.75M 0.11%
181,564
-1,678
190
$8.74M 0.11%
64,675
+1,384
191
$8.72M 0.11%
149,626
+13,840
192
$8.67M 0.11%
182,494
+8,687
193
$8.45M 0.1%
323,173
+1,146
194
$8.43M 0.1%
48,560
-1,019
195
$8.33M 0.1%
206,312
-3,588
196
$8.32M 0.1%
199,340
+8,280
197
$8.23M 0.1%
43,380
+19,508
198
$8.08M 0.1%
112,436
-7,525
199
$8.03M 0.1%
138,806
-3,465
200
$7.99M 0.1%
114,028
-14,893
6 7
8
9 10