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
501
$52.9K 0.01%
+631
502
$52.8K 0.01%
+2,350
503
$52.3K 0.01%
+1,975
504
$52.1K 0.01%
+8,115
505
$52.1K 0.01%
+609
506
$51.6K 0.01%
+1,520
507
$51.4K 0.01%
+661
508
$51.1K 0.01%
+817
509
$50.6K 0.01%
870
-2,193
510
$50.5K 0.01%
+804
511
$50.3K 0.01%
+216
512
$50K 0.01%
1,190
-5,460
513
$50K 0.01%
+1,667
514
$49.9K 0.01%
+1,000
515
$49.8K 0.01%
+3,905
516
$49.1K 0.01%
+320
517
$49K 0.01%
912
-3,274
518
$48.8K 0.01%
8,522
-105,058
519
$48.7K 0.01%
+841
520
$48.7K 0.01%
+1,175
521
$48.7K 0.01%
+1,225
522
$48.5K 0.01%
+420
523
$48.5K 0.01%
+532
524
$48.2K 0.01%
+565
525
$48.2K 0.01%
712
-5,082
19 20
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