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
676
$23.9K 0.01%
+400
677
$23.9K 0.01%
+1,351
678
$23.9K 0.01%
+197
679
$23.9K 0.01%
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680
$23.9K 0.01%
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681
$23.7K 0.01%
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682
$23.6K 0.01%
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683
$23.6K 0.01%
+300
684
$23.6K 0.01%
+15
685
$23.5K 0.01%
+1,768
686
$23.3K 0.01%
+308
687
$23K 0.01%
+432
688
$23K 0.01%
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689
$23K 0.01%
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690
$23K 0.01%
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691
$22.9K 0.01%
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692
$22.8K 0.01%
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693
$22.7K 0.01%
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$22.6K 0.01%
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695
$22.6K 0.01%
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696
$22.4K 0.01%
+140
697
$22.3K 0.01%
+871
698
$22.2K ﹤0.01%
+386
699
$22.2K ﹤0.01%
+94
700
$22K ﹤0.01%
+410