IGWM

ICA Group Wealth Management Portfolio holdings

AUM $167M
1-Year Est. Return 18.57%
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$526M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.08%
2 Financials 6.65%
3 Industrials 6.57%
4 Consumer Staples 5.09%
5 Healthcare 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$55K 0.01%
+10,968
377
$23K ﹤0.01%
+2,125