IWC
Integrated Wealth Concepts Portfolio holdings
AUM
$8.42B
1-Year Est. Return
17.65%
This Fund
S&P 500
1 Year Est. Return
+17.65%
AUM
$331M
AUM Growth
+$38M
(+13%)
Holding
262
Top Buys
| 1 | +$14.1M | |
| 2 | +$8.9M | |
| 3 | +$7.66M | |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$5.84M |
| 5 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$3.59M |
Top Sells
| 1 | +$10.7M | |
| 2 | +$7.39M | |
| 3 | +$6.29M | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$6.17M |
| 5 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$2.91M |
Sector Composition
| 1 | Technology | 3% |
| 2 | Healthcare | 2.68% |
| 3 | Financials | 2.36% |
| 4 | Communication Services | 1.76% |
| 5 | Consumer Discretionary | 1.55% |