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
551
$34.8K 0.01%
289
+25
552
$34.8K 0.01%
901
553
$34.5K 0.01%
870
554
$34.3K 0.01%
269
555
$34.2K 0.01%
1,344
-10,608
556
$34.1K 0.01%
408
557
$34K 0.01%
150
+100
558
$33.5K 0.01%
239
-276
559
$32.9K 0.01%
604
560
$32.7K 0.01%
2,789
561
$32.5K 0.01%
1,000
562
$32.3K 0.01%
245
+215
563
$32.3K 0.01%
1,064
564
$31.9K 0.01%
105
+1
565
$31.2K 0.01%
1,173
566
$31.2K 0.01%
500
567
$31.1K 0.01%
160
+48
568
$30.7K 0.01%
627
+201
569
$30.7K 0.01%
400
-4,673
570
$29.8K 0.01%
325
571
$29.8K 0.01%
2,578
+492
572
$29.7K 0.01%
699
573
$29.7K 0.01%
400
+200
574
$29.7K 0.01%
5,167
+4,500
575
$29.5K 0.01%
1,500
21 22
23
24 25