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
576
$29.5K 0.01%
236
577
$29.3K 0.01%
317
-195
578
$29.3K 0.01%
2,636
579
$29.2K 0.01%
550
580
$29.2K 0.01%
1,200
581
$29.1K 0.01%
1,505
582
$29.1K 0.01%
483
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583
$29K 0.01%
600
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584
$29K 0.01%
850
+20
585
$28.9K 0.01%
312
-8
586
$28.9K 0.01%
1,306
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587
$28.7K 0.01%
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588
$28.4K 0.01%
105
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589
$28.4K 0.01%
450
590
$28.4K 0.01%
270
591
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592
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$28.1K 0.01%
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595
$28K 0.01%
507
596
$27.9K 0.01%
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597
$27.8K 0.01%
617
598
$27.8K 0.01%
509
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599
$27.6K 0.01%
871
600
$27.6K 0.01%
555
22 23
24
25 26