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
$399M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,438
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$3.19M
3
+$2.74M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.6M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.25M

Top Sells

1
+$7.28M
2
+$7.12M
3
+$6.55M
4
AMZN icon
Amazon
AMZN
+$5.42M
5
NVDA icon
NVIDIA
NVDA
+$4.39M

Sector Composition

1 Technology 7.58%
2 Financials 2.86%
3 Healthcare 2.37%
4 Consumer Discretionary 2.29%
5 Industrials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$81.3K 0.02%
4,534
-4,591
377
$81.3K 0.02%
374
+42
378
$81.2K 0.02%
417
+413
379
$80.3K 0.02%
2,556
+430
380
$80.1K 0.02%
2,000
381
$79.9K 0.02%
840
382
$78.7K 0.02%
+1,829
383
$78.4K 0.02%
100
-2
384
$78.4K 0.02%
6,775
385
$78.1K 0.02%
732
+704
386
$77.8K 0.02%
795
-8,607
387
$77.6K 0.02%
7,203
-12,114
388
$77.5K 0.02%
181
-463
389
$76.8K 0.02%
1,370
390
$76.5K 0.02%
2,656
+301
391
$76.1K 0.02%
1,026
392
$75.9K 0.02%
1,037
393
$75.5K 0.02%
389
+60
394
$75.3K 0.02%
+1,759
395
$74.9K 0.02%
1,184
396
$74.9K 0.02%
772
-635
397
$74.8K 0.02%
2,000
398
$74.8K 0.02%
11,556
+280
399
$74.7K 0.02%
1,255
400
$74.2K 0.02%
+1,643
14 15
16
17 18