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
726
$19.8K ﹤0.01%
+801
727
$19.7K ﹤0.01%
+449
728
$19.6K ﹤0.01%
+252
729
$19.6K ﹤0.01%
+253
730
$19.5K ﹤0.01%
+113
731
$19.3K ﹤0.01%
+785
732
$19.3K ﹤0.01%
+425
733
$19.3K ﹤0.01%
+200
734
$19.3K ﹤0.01%
+593
735
$19.2K ﹤0.01%
+125
736
$19.2K ﹤0.01%
+470
737
$19.2K ﹤0.01%
+70
738
$19.2K ﹤0.01%
+140
739
$19.1K ﹤0.01%
+623
740
$19.1K ﹤0.01%
+36
741
$19.1K ﹤0.01%
+475
742
$19.1K ﹤0.01%
+3,133
743
$19.1K ﹤0.01%
+962
744
$18.9K ﹤0.01%
+690
745
$18.8K ﹤0.01%
+967
746
$18.7K ﹤0.01%
+1,120
747
$18.4K ﹤0.01%
+515
748
$18.3K ﹤0.01%
+754
749
$18.2K ﹤0.01%
+150
750
$18.1K ﹤0.01%
+743