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
651
$23.3K 0.01%
4,509
+450
652
$22.9K 0.01%
1,028
+12
653
$22.9K 0.01%
244
-73
654
$22.7K 0.01%
70
655
$22.6K 0.01%
1,801
-7,747
656
$22.5K 0.01%
720
+345
657
$22.3K 0.01%
912
+11
658
$22.3K 0.01%
81
659
$22.2K 0.01%
+432
660
$21.9K 0.01%
840
661
$21.9K 0.01%
+574
662
$21.8K 0.01%
500
-500
663
$21.7K 0.01%
150
664
$21.7K 0.01%
+690
665
$21.6K 0.01%
8
666
$21.5K 0.01%
254
-86
667
$21.5K 0.01%
200
-70
668
$21.5K 0.01%
113
669
$21.4K 0.01%
65
+47
670
$21.4K 0.01%
1,444
+307
671
$21.4K 0.01%
500
672
$21.3K 0.01%
1,266
673
$21.3K 0.01%
371
-809
674
$21.3K 0.01%
94
-274
675
$21.2K 0.01%
787
+1
25 26
27
28 29