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
526
$41.4K 0.01%
730
+650
527
$41.2K 0.01%
+751
528
$41K 0.01%
168
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529
$41K 0.01%
925
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530
$40.8K 0.01%
676
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$40.6K 0.01%
+1,691
532
$40.6K 0.01%
635
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$40.5K 0.01%
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+1,100
535
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559
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$40.2K 0.01%
1,334
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$40.1K 0.01%
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538
$39.9K 0.01%
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539
$39.8K 0.01%
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540
$39.4K 0.01%
870
541
$39.4K 0.01%
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$39.3K 0.01%
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$39.2K 0.01%
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8,246
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$38.8K 0.01%
1,857
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$38.6K 0.01%
622
548
$38.6K 0.01%
475
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$38.3K 0.01%
529
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550
$38.3K 0.01%
535
-37