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
651
$21.2K 0.01%
8
652
$21.1K 0.01%
200
653
$20.9K 0.01%
1,120
654
$20.9K 0.01%
4,059
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655
$20.7K ﹤0.01%
943
656
$20.6K ﹤0.01%
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$20.5K ﹤0.01%
664
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$20.3K ﹤0.01%
30
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659
$20.2K ﹤0.01%
385
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660
$20.2K ﹤0.01%
7,000
+5,000
661
$20K ﹤0.01%
633
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$19.9K ﹤0.01%
372
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$19.8K ﹤0.01%
612
664
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250
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$19.8K ﹤0.01%
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$19.7K ﹤0.01%
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670
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200
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671
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200
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$19.3K ﹤0.01%
150
673
$19.2K ﹤0.01%
625
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674
$19.2K ﹤0.01%
750
675
$19.2K ﹤0.01%
275
25 26
27
28 29