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
701
$17K ﹤0.01%
754
702
$16.9K ﹤0.01%
396
703
$16.9K ﹤0.01%
623
704
$16.9K ﹤0.01%
120
705
$16.9K ﹤0.01%
350
706
$16.9K ﹤0.01%
674
+248
707
$16.8K ﹤0.01%
1,252
708
$16.7K ﹤0.01%
617
-1,609
709
$16.5K ﹤0.01%
625
710
$16.4K ﹤0.01%
70
711
$16.4K ﹤0.01%
575
+3
712
$16.3K ﹤0.01%
+680
713
$16.2K ﹤0.01%
2,002
+2,000
714
$16.1K ﹤0.01%
2,067
715
$16K ﹤0.01%
261
-10
716
$16K ﹤0.01%
2,000
717
$16K ﹤0.01%
199
718
$15.9K ﹤0.01%
900
719
$15.9K ﹤0.01%
743
720
$15.8K ﹤0.01%
312
-3,222
721
$15.7K ﹤0.01%
322
722
$15.7K ﹤0.01%
959
+199
723
$15.5K ﹤0.01%
+105
724
$15.3K ﹤0.01%
445
725
$15.3K ﹤0.01%
1,000
27 28
29
30 31