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
576
$34.5K 0.01%
+2,556
577
$34.5K 0.01%
953
-400
578
$34.4K 0.01%
576
-173
579
$34.3K 0.01%
130
-320
580
$34.3K 0.01%
607
-460
581
$34K 0.01%
10,000
+3,000
582
$33.9K 0.01%
542
+135
583
$33.7K 0.01%
315
-150
584
$33.3K 0.01%
771
-100
585
$32.8K 0.01%
1,150
-4,355
586
$32.7K 0.01%
628
+525
587
$32.7K 0.01%
1,735
588
$32.3K 0.01%
352
+40
589
$32.1K 0.01%
901
+51
590
$31.7K 0.01%
1,500
591
$31.6K 0.01%
1,685
-1,719
592
$31.6K 0.01%
999
+344
593
$31.3K 0.01%
210
+75
594
$31.1K 0.01%
106
+1
595
$31.1K 0.01%
+469
596
$30.9K 0.01%
1,200
597
$30.6K 0.01%
1,800
+1,100
598
$30.4K 0.01%
325
599
$30.3K 0.01%
400
600
$30.3K 0.01%
400
22 23
24
25 26