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
601
$27.4K 0.01%
490
-27,219
602
$27.3K 0.01%
786
+1
603
$27.3K 0.01%
164
604
$27.2K 0.01%
967
605
$27.1K 0.01%
600
606
$27K 0.01%
200
-50
607
$26.9K 0.01%
719
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608
$26.7K 0.01%
620
609
$26.7K 0.01%
452
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610
$26.6K 0.01%
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611
$26.6K 0.01%
350
612
$26.6K 0.01%
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613
$26.4K 0.01%
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614
$26.4K 0.01%
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615
$26.3K 0.01%
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$26.3K 0.01%
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622
$25.6K 0.01%
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623
$25.4K 0.01%
581
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624
$25.2K 0.01%
400
625
$24.8K 0.01%
43
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23 24
25
26 27