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
426
$66.7K 0.02%
+792
427
$66.6K 0.02%
+1,765
428
$66.6K 0.02%
680
+453
429
$65.8K 0.02%
148
+142
430
$65.7K 0.02%
1,661
-100
431
$65.5K 0.02%
175
432
$65.5K 0.02%
285
-14
433
$65.4K 0.02%
1,000
434
$65.2K 0.02%
509
-100
435
$65K 0.02%
5,765
436
$64.7K 0.02%
1,587
-18
437
$64.5K 0.02%
465
+428
438
$64.3K 0.02%
+1,126
439
$64.2K 0.02%
1,500
-1,000
440
$63.5K 0.02%
1,126
+131
441
$63.3K 0.02%
383
442
$63.3K 0.02%
2,832
443
$63.1K 0.02%
1,100
-328
444
$63K 0.02%
+987
445
$62.9K 0.02%
1,231
-240
446
$62.5K 0.02%
1,000
447
$62.3K 0.02%
1,000
448
$62.3K 0.02%
189
-76
449
$62.2K 0.02%
1,200
450
$61.8K 0.02%
629
16 17
18
19 20