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
526
$41.8K 0.01%
635
+25
527
$41.1K 0.01%
450
528
$40.1K 0.01%
468
-50
529
$40K 0.01%
530
530
$40K 0.01%
309
-1,016
531
$39.9K 0.01%
157
532
$39.7K 0.01%
572
+189
533
$39.2K 0.01%
460
534
$39.1K 0.01%
1,450
535
$38.9K 0.01%
3,334
536
$38.5K 0.01%
622
537
$38.5K 0.01%
425
538
$37.6K 0.01%
+1,600
539
$37.6K 0.01%
560
540
$37.3K 0.01%
1,225
541
$37.1K 0.01%
519
542
$36.7K 0.01%
900
543
$36.6K 0.01%
825
544
$36.5K 0.01%
480
545
$35.9K 0.01%
3,200
546
$35.8K 0.01%
+1,800
547
$35.7K 0.01%
2,583
548
$35.6K 0.01%
500
-100
549
$35.5K 0.01%
2,847
550
$35.5K 0.01%
404
+1
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