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
$426M
AUM Growth
-$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,344
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$3.7M
3
+$2.67M
4
SO icon
Southern Company
SO
+$2.44M
5
AMZN icon
Amazon
AMZN
+$2.24M

Top Sells

1
+$11.3M
2
+$7.05M
3
+$4.65M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$3.87M
5
MSFT icon
Microsoft
MSFT
+$3.75M

Sector Composition

1 Technology 7.76%
2 Industrials 4.77%
3 Consumer Staples 4.68%
4 Financials 4.38%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$59.7K 0.01%
+2,616
477
$59.6K 0.01%
+1,050
478
$59.5K 0.01%
+518
479
$59.4K 0.01%
+750
480
$59.4K 0.01%
+1,075
481
$59.2K 0.01%
+2,028
482
$58.9K 0.01%
+683
483
$58.8K 0.01%
1,066
-10,766
484
$58.3K 0.01%
+1,358
485
$57.9K 0.01%
+346
486
$57.7K 0.01%
+700
487
$57K 0.01%
+475
488
$57K 0.01%
+795
489
$56K 0.01%
+3,705
490
$55.4K 0.01%
+1,500
491
$54.8K 0.01%
+3,071
492
$54.3K 0.01%
+162
493
$54.2K 0.01%
+6,077
494
$53.9K 0.01%
+1,483
495
$53.8K 0.01%
+785
496
$53.3K 0.01%
+859
497
$53.3K 0.01%
+995
498
$53.1K 0.01%
+2,464
499
$53.1K 0.01%
+1,865
500
$53K 0.01%
+446
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