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
$448M
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$9.52M
3 +$5.83M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.44M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.34M

Sector Composition

1 Technology 8.05%
2 Financials 2.89%
3 Industrials 2.24%
4 Consumer Discretionary 2.22%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$26.7K 0.01%
+500
652
$26.5K 0.01%
+495
653
$26.3K 0.01%
+185
654
$26.3K 0.01%
+295
655
$26.2K 0.01%
+723
656
$25.9K 0.01%
+150
657
$25.8K 0.01%
+100
658
$25.8K 0.01%
+790
659
$25.4K 0.01%
+159
660
$25.2K 0.01%
+644
661
$25.2K 0.01%
+315
662
$25.1K 0.01%
+840
663
$25.1K 0.01%
+725
664
$25.1K 0.01%
+800
665
$25.1K 0.01%
+1,250
666
$24.8K 0.01%
+7
667
$24.8K 0.01%
+720
668
$24.7K 0.01%
+251
669
$24.7K 0.01%
+402
670
$24.7K 0.01%
+3,000
671
$24.5K 0.01%
+478
672
$24.5K 0.01%
+400
673
$24.1K 0.01%
+479
674
$24.1K 0.01%
+1,106
675
$24K 0.01%
+2,100