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
726
$16.5K ﹤0.01%
+900
727
$16.4K ﹤0.01%
+286
728
$16.2K ﹤0.01%
+396
729
$16.2K ﹤0.01%
+625
730
$16.1K ﹤0.01%
+8
731
$16.1K ﹤0.01%
+100
732
$16.1K ﹤0.01%
+623
733
$16.1K ﹤0.01%
187
-7,029
734
$16K ﹤0.01%
+572
735
$15.9K ﹤0.01%
+500
736
$15.6K ﹤0.01%
+2,067
737
$15.6K ﹤0.01%
+322
738
$15.5K ﹤0.01%
+229
739
$15.3K ﹤0.01%
+564
740
$15.2K ﹤0.01%
+1,000
741
$15.2K ﹤0.01%
+120
742
$15K ﹤0.01%
+1,137
743
$14.9K ﹤0.01%
+445
744
$14.8K ﹤0.01%
+290
745
$14.8K ﹤0.01%
+70
746
$14.6K ﹤0.01%
+780
747
$14.6K ﹤0.01%
+1,735
748
$14.6K ﹤0.01%
+175
749
$14.6K ﹤0.01%
+123
750
$14.6K ﹤0.01%
+203