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
676
$21.4K 0.01%
+100
677
$21.2K 0.01%
+857
678
$21.1K ﹤0.01%
+200
679
$21K ﹤0.01%
+200
680
$20.9K ﹤0.01%
+3,427
681
$20.8K ﹤0.01%
+100
682
$20.8K ﹤0.01%
+90
683
$20.4K ﹤0.01%
+411
684
$20.3K ﹤0.01%
+117
685
$20.3K ﹤0.01%
35,669
686
$20.3K ﹤0.01%
+150
687
$20.1K ﹤0.01%
+426
688
$19.7K ﹤0.01%
+750
689
$19.3K ﹤0.01%
+90
690
$19.2K ﹤0.01%
+400
691
$19.2K ﹤0.01%
+1,297
692
$18.9K ﹤0.01%
+250
693
$18.9K ﹤0.01%
+275
694
$18.9K ﹤0.01%
+150
695
$18.9K ﹤0.01%
+2,103
696
$18.8K ﹤0.01%
+1,068
697
$18.8K ﹤0.01%
+743
698
$18.7K ﹤0.01%
+425
699
$18.6K ﹤0.01%
+471
700
$18.5K ﹤0.01%
+754