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
401
$73.8K 0.02%
2,097
-51
402
$73.8K 0.02%
983
-233
403
$73.7K 0.02%
4,100
+600
404
$73.6K 0.02%
10,893
-54,283
405
$73.1K 0.02%
+475
406
$72.8K 0.02%
750
407
$72.6K 0.02%
+518
408
$72.3K 0.02%
5,000
409
$72K 0.02%
605
+16
410
$71.6K 0.02%
864
-74
411
$71.5K 0.02%
2,026
+1,426
412
$71.5K 0.02%
3,816
413
$70.8K 0.02%
455
414
$70.3K 0.02%
599
+6
415
$70K 0.02%
1,573
+1,463
416
$70K 0.02%
+1,128
417
$69.8K 0.02%
976
418
$69.6K 0.02%
3,055
-916
419
$69.5K 0.02%
+618
420
$69K 0.02%
+259
421
$68.7K 0.02%
3,020
-502
422
$68K 0.02%
771
-1,718
423
$67.7K 0.02%
1,354
424
$67.7K 0.02%
+301
425
$66.9K 0.02%
341
-134
15 16
17
18 19