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
501
$46.9K 0.01%
500
-27
502
$46.8K 0.01%
465
503
$46.5K 0.01%
215
+125
504
$46.1K 0.01%
554
505
$45.7K 0.01%
1,822
+1,672
506
$45.7K 0.01%
2,464
507
$45.4K 0.01%
1,665
508
$45.4K 0.01%
2,412
-531
509
$45K 0.01%
311
510
$44.8K 0.01%
400
-300
511
$44.7K 0.01%
+1,225
512
$44.6K 0.01%
1,046
+251
513
$44K 0.01%
1,353
+108
514
$43.9K 0.01%
1,000
515
$43.8K 0.01%
391
516
$43.7K 0.01%
8,230
-292
517
$42.6K 0.01%
490
518
$42.5K 0.01%
218
519
$42.4K 0.01%
1,003
+600
520
$42.3K 0.01%
1,897
521
$42.1K 0.01%
297
522
$42K 0.01%
2,200
-3,500
523
$42K 0.01%
137
-25
524
$41.9K 0.01%
714
+1
525
$41.8K 0.01%
318
19 20
21
22 23