IWC
Integrated Wealth Concepts Portfolio holdings
AUM
$12.5B
1-Year Est. Return
18.52%
This Fund
S&P 500
1 Year Est. Return
+18.52%
AUM
$12.5B
AUM Growth
+$4.12B
(+49%)
Holding
2,326
Top Buys
| 1 | +$118M | |
| 2 | +$115M | |
| 3 | +$83.9M | |
| 4 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$77.2M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$70.3M |
Top Sells
| 1 | +$35.3M | |
| 2 | +$11M | |
| 3 | +$7.47M | |
| 4 |
CYBR
CyberArk
CYBR
|
+$5.4M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$4.77M |
Sector Composition
| 1 | Technology | 8.79% |
| 2 | Financials | 3.68% |
| 3 | Industrials | 2.66% |
| 4 | Consumer Discretionary | 2.64% |
| 5 | Healthcare | 2.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2326
FT Vest US Equity Buffer ETF July
FJUL
$1.17B
| – | – |
-3,962
|
|