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
526
$47.5K 0.01%
+2,950
527
$46.7K 0.01%
+1,171
528
$46.7K 0.01%
+512
529
$46.2K 0.01%
+810
530
$46.2K 0.01%
265
-1,007
531
$45.9K 0.01%
+391
532
$45.9K 0.01%
+554
533
$45.6K 0.01%
+792
534
$45.6K 0.01%
+930
535
$45.5K 0.01%
+417
536
$45.4K 0.01%
311
-1,665
537
$45.4K 0.01%
+318
538
$45.3K 0.01%
269
-884
539
$44.8K 0.01%
+740
540
$44.2K 0.01%
+244
541
$44.1K 0.01%
+143
542
$44K 0.01%
+1,000
543
$43.9K 0.01%
3,665
-22,173
544
$43.8K 0.01%
+713
545
$43.8K 0.01%
+527
546
$43.4K 0.01%
+600
547
$43.2K 0.01%
+51
548
$43.1K 0.01%
+1,000
549
$42.8K 0.01%
+281
550
$42.8K 0.01%
+1,665
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