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
$419M
AUM Growth
-$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,391
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$2.21M
3
+$1.53M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.53M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.5M

Top Sells

1
+$2.56M
2
+$2.49M
3
+$2.32M
4
VTV icon
Vanguard Value ETF
VTV
+$1.91M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.78M

Sector Composition

1 Technology 10.03%
2 Industrials 5.04%
3 Consumer Staples 4.96%
4 Financials 4.61%
5 Healthcare 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$52.6K 0.01%
446
477
$52.6K 0.01%
565
478
$52.5K 0.01%
+175
479
$52.1K 0.01%
841
480
$51.9K 0.01%
632
-528
481
$51.3K 0.01%
2,950
482
$51.3K 0.01%
232
-68
483
$51.1K 0.01%
178
+35
484
$51K 0.01%
266
-3
485
$51K 0.01%
5,977
-100
486
$50K 0.01%
+6,500
487
$49.8K 0.01%
+2,056
488
$49.7K 0.01%
257
+39
489
$49.3K 0.01%
216
490
$49.2K 0.01%
1,520
491
$49.2K 0.01%
234
-398
492
$49.1K 0.01%
1,667
493
$48.9K 0.01%
3,925
+1,225
494
$48.5K 0.01%
423
+3
495
$48.3K 0.01%
740
496
$47.8K 0.01%
950
-285
497
$47.5K 0.01%
749
+334
498
$47.2K 0.01%
320
499
$47.1K 0.01%
283
-425
500
$47K 0.01%
1,690
-338
18 19
20
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