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
$249M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$1.71M
2 +$1.67M
3 +$1.64M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.63M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.62M

Top Sells

1 +$526K
2 +$286K
3 +$250K
4
VOD icon
Vodafone
VOD
+$245K
5
REET icon
iShares Global REIT ETF
REET
+$227K

Sector Composition

1 Technology 2.59%
2 Financials 2.51%
3 Healthcare 2.2%
4 Communication Services 1.74%
5 Industrials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,443
202
-5,004
203
-8,784
204
-1,977
205
-12,735
206
-7,508
207
-8,984
208
-1,272
209
-3,879