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
676
$19.1K ﹤0.01%
500
677
$19.1K ﹤0.01%
3,150
+50
678
$19K ﹤0.01%
425
679
$18.8K ﹤0.01%
1,068
680
$18.7K ﹤0.01%
475
681
$18.7K ﹤0.01%
122
-30
682
$18.7K ﹤0.01%
437
-34
683
$18.5K ﹤0.01%
100
684
$18.5K ﹤0.01%
362
685
$18.4K ﹤0.01%
593
686
$18.3K ﹤0.01%
1,820
687
$18.2K ﹤0.01%
123
688
$18.2K ﹤0.01%
1,000
689
$18.2K ﹤0.01%
2,103
690
$18.2K ﹤0.01%
560
-55
691
$18.2K ﹤0.01%
1,297
-2,608
692
$17.8K ﹤0.01%
100
693
$17.6K ﹤0.01%
500
-1,500
694
$17.6K ﹤0.01%
252
-261
695
$17.6K ﹤0.01%
1,735
696
$17.5K ﹤0.01%
+450
697
$17.4K ﹤0.01%
286
698
$17.2K ﹤0.01%
+500
699
$17.2K ﹤0.01%
493
+280
700
$17.1K ﹤0.01%
1,166
+391
26 27
28
29 30