Integrated Wealth Concepts LLC
CIK Number: 0001737109
8.21B
Market Value
1,395
# of Holdings
10 months
Avg. Holding Period
75.75%
Win Rate
33.79%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Msci | 176.51 | -0.08% | 1.36M | +15.55% | 243.26M | 125.01 | 2.96% | |
| 2 | Apple Inc | 233.05 | -0.58% | 916.38K | -0.13% | 213.52M | 142.96 | 2.60% | |
| 3 | Ishares Core | 584.41 | +0.04% | 362.47K | -2.88% | 209.08M | 400.47 | 2.55% | |
| 4 | Nvidia Corp | 131.40 | -1.38% | 945.08K | +1.38% | 114.77M | 144.45 | 1.40% | |
| 5 | Microsoft Corp | 415.07 | -0.51% | 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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