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
476
$54.5K 0.01%
492
+442
477
$54K 0.01%
446
478
$53.9K 0.01%
487
479
$53.9K 0.01%
1,652
-1,082
480
$53.9K 0.01%
2,244
+1,570
481
$53.4K 0.01%
1,126
482
$53.3K 0.01%
45
483
$53.3K 0.01%
1,075
484
$53.2K 0.01%
1,911
+1,336
485
$53.2K 0.01%
2,982
+32
486
$52.7K 0.01%
841
487
$51.3K 0.01%
741
+666
488
$51.1K 0.01%
263
+6
489
$51.1K 0.01%
1,263
-187
490
$50.6K 0.01%
6,494
+5,744
491
$50.6K 0.01%
977
-477
492
$50.1K 0.01%
+498
493
$49.9K 0.01%
2,064
+8
494
$49.6K 0.01%
268
+2
495
$49.5K 0.01%
230
+14
496
$49K 0.01%
269
-110
497
$48.7K 0.01%
450
-190
498
$48.5K 0.01%
9,282
+1,052
499
$47.9K 0.01%
298
+1
500
$47.8K 0.01%
1,520
18 19
20
21 22