Integrated Wealth Concepts LLC
CIK Number: 0001737109
8.61B
Market Value
1,411
# of Holdings
11 months
Avg. Holding Period
76.96%
Win Rate
31.35%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Msci | 178.92 | -1.46% | 1.36M | +15.55% | 243.26M | 125.01 | 2.96% | |
| 2 | Apple Inc | 238.04 | -1.57% | 916.38K | -0.13% | 213.52M | 131.42 | 2.60% | |
| 3 | Ishares Core | 586.14 | -1.83% | 362.47K | -2.88% | 209.08M | 400.47 | 2.55% | |
| 4 | Nvidia Corp | 114.03 | -8.72% | 945.08K | +1.38% | 114.77M | 40.26 | 1.40% | |
| 5 | Microsoft Corp | 387.92 | -2.29% | 256.08K | +1.15% | 110.19M | 253.45 | 1.34% |
Trade Smarter, Not Harder
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- Up to 30 years financial history
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