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
576
$36.6K 0.01%
+269
577
$36.4K 0.01%
+622
578
$36.4K 0.01%
+157
579
$36.1K 0.01%
+270
580
$36.1K 0.01%
+425
581
$36K 0.01%
+560
582
$35.8K 0.01%
+699
583
$35.6K 0.01%
+1,007
584
$35.5K 0.01%
+1,200
585
$35.3K 0.01%
+900
586
$35.3K 0.01%
+1,171
587
$34.7K 0.01%
+2,789
588
$34.6K 0.01%
+513
589
$34.3K 0.01%
+901
590
$34.2K 0.01%
+2,847
591
$34.1K 0.01%
+519
592
$33.6K 0.01%
+687
593
$33.2K 0.01%
+289
594
$33K 0.01%
+264
595
$32.6K 0.01%
+650
596
$32.3K 0.01%
+408
597
$32.2K 0.01%
+1,000
598
$32.2K 0.01%
+604
599
$32.1K 0.01%
+420
600
$32.1K 0.01%
403
-5,079