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
651
$24.8K 0.01%
+610
652
$24.6K 0.01%
+1,000
653
$24.5K 0.01%
+125
654
$24.2K 0.01%
44
-1,491
655
$24.2K 0.01%
+1,106
656
$24K 0.01%
+522
657
$24K 0.01%
+6,050
658
$23.7K 0.01%
+508
659
$23.6K 0.01%
+943
660
$23.4K 0.01%
+738
661
$23.3K 0.01%
+1,766
662
$23.3K 0.01%
+725
663
$23.1K 0.01%
+1,249
664
$23K 0.01%
+1,050
665
$22.9K 0.01%
+1,000
666
$22.7K 0.01%
+2,000
667
$22.5K 0.01%
+394
668
$22.2K 0.01%
+428
669
$21.9K 0.01%
+219
670
$21.7K 0.01%
+400
671
$21.7K 0.01%
+411
672
$21.7K 0.01%
+400
673
$21.6K 0.01%
+2,706
674
$21.6K 0.01%
+615
675
$21.5K 0.01%
+871