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
626
$24.7K 0.01%
522
627
$24.6K 0.01%
113
-168
628
$24.2K 0.01%
575
-600
629
$24.1K 0.01%
+3,000
630
$24K 0.01%
687
+72
631
$23.9K 0.01%
407
+13
632
$23.4K 0.01%
70
633
$23.4K 0.01%
1,014
-8,160
634
$23.2K 0.01%
455
+55
635
$23.1K 0.01%
1,016
+16
636
$23K 0.01%
400
637
$22.9K 0.01%
171
-102
638
$22.8K 0.01%
5,143
+3,103
639
$22.6K 0.01%
227
-696
640
$22.6K 0.01%
888
+103
641
$22.5K 0.01%
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642
$22.5K 0.01%
100
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643
$22.3K 0.01%
200
644
$22.2K 0.01%
408
645
$22.1K 0.01%
500
+400
646
$22K 0.01%
2,706
647
$21.5K 0.01%
294
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648
$21.3K 0.01%
600
-2,788
649
$21.3K 0.01%
150
650
$21.2K 0.01%
219
24 25
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